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Hi There,
I'm starting using quotes and I like the idea of sharing lots of info fields with Invoices, but I think there are some room for improvements:


  • When submitting a quote I need sometimes to provide detailed information about the work to perform. It would be great to be able to add this with some HTML formatting. Using the notes field does not work because it strips all the formatting.
  • Some quotes also need to attach documents to specify for instance a wireframe or a program workflow. It would be great to have the possibility of including attachments to the quote in some way. Also if the attachment is a pdf file, joining it in the resulting pdf would be awesome.


What do you think? ;)

Accepted Answer

Friday, May 16 2014, 08:40 AM - #Permalink
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Regarding 1, is this something you can consider for next release? It would be great ;)
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Responses (3)
  • Accepted Answer

    Thursday, May 15 2014, 09:57 AM - #Permalink
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    hello,

    1. well, a first approach (the easiest way) would be to allow HTML into the notes field..

    2. we will consider doc attachments for a new version :) thanks.
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  • Accepted Answer

    Saturday, January 03 2015, 09:02 PM - #Permalink
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    Hello Mr. Camps:
    I am a new customer and have familiarized myself with this release. I respectfully echo Mr. Camara's suggestion. I generally must include Standard Terms and Conditions with my quotes. As such, some way to attach them would be very helpful. I typically tailor our standard terms for each client, so a link to a general termsheet on my site would not work. Thanks for considering this.
    With kind regards,
    Nadine at Solia.
    • Germinal Camps
      more than a month ago
      we will definitely consider it. thanks!
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  • Accepted Answer

    Sunday, February 12 2017, 05:30 PM - #Permalink
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    Hi JoomlaThat team,
    I didn't find any way to attach file to an invoice... Any improvment has been done about that or is it still on a "todo" list ?
    • Germinal Camps
      more than a month ago
      This is not on our todo list at the moment, sorry...
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