Ability to Change "Proposal" to "Quote" and Sending PDF Quotes
complete
Dante Perez
Most of our clients are school organizations that use PO (Purchase Orders) to approve Proposals. School Districts are very anal about the PDF not having the word "Quote" when initiating a PO for the school.
Also, please have an option to send/download a proposal in a PDF format similar to the invoice in Proposals. NOTE with the interchangeable word (Proposal/Quote).
This will help us InkSoft users who work with school organizations to receive payment/approvals faster.
Ty Hadley
complete
Added in version 4.60.0
Dante Perez
Ty Hadley: Thank you InkSoft developers!
Jennie McGovern Livezey
Ty Hadley: Yaaa thank you!
Courtney Mayers
in progress
Ty Hadley
The update we are working on is to introduce a Quote view, in addition to Invoice and Approval views for Proposals. We are not currently working on a custom label feature that has also been requested through this post.
George ~id~
Yes, please, quotes will help so much
K
Kristine Hamaty
Yes, I work with some government entities and need to send responses to "requests for information"
Michael Wolf
Michael Wolf
planned
KDK Store
Estimate is a better choice for sure!
Dallas Smith
Amen! I said this during the beta. We’re not giving them a ring and it’s not the language of business. Clunky and awkward.
Amy Kritzman
Yes!! Or at least the moment it is approved it is now an invoice!!!
J
Jose Solorzano
Amy Kritzman: Much needed!