Ideas for Acumatica

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Ability to create a quote for a prospect

Should have the ability to create a formal quote for a prospect.  Currently the record needs to be customer in the customer master.  Quotes go to prospects as well as existing customers.

  • Guest
  • Jan 1 2015
  • Shipped
CRM
  • Attach files
  • Joel McDonnell commented
    February 19, 2015 21:37

    I have built a report off an Opportunity for that purpose.

    The site optionally calls this a Proforma Invoice or a Quote.

    I will attach the file -- feel free to improve and share.  (It needs to have at least 1 Product to print anything; the address area is changed from an Acu standard -- it looks to the branch address information to accomodate multi-branch configurations and the phone/fax are on one line.)

    I placed this on the Site Map under Customer Management>Reports>Forms (a new section).  I have not sorted out adding a Reports button and this report onto the Opportunity screen yet.

  • Guest commented
    February 27, 2015 19:10

    Joel - thanks for this report!  I downloaded it and placed it in my sitemap and it worked great.  Can't wait for this to be built-in.

  • Joel Gress commented
    June 29, 2015 16:24

    It would be great to have the ability to track quote revisions.

  • Melanie commented
    August 11, 2015 21:31

    Joel - Thank you for sharing your report. It is fantastic!

  • Mike Schmitt commented
    November 10, 2015 21:46

    Joel - thanks for posting this report onto the portal.

  • Toon Six commented
    March 09, 2016 17:19

    Make sure to keep the terminology straight. A business account and/or lead in the business account has an opportunity. When an opportunity has a lead decision maker who is credit worthy, has an acceptable outstanding balance if applicable, has a budget to pay for the opportunity to pay over time, then this opportunity can become a quote. A quote should be accompanied by a scope of work statement, a master sales agreement, and a general time line. All this makes up a proposal.  A nice example of this is in www.quosal.com . Once the proposal is signed and a deposit payment is made, the quote should be converted to a sales order. A sales order may lead to purchase orders and/or production orders. Once a sales order is getting fulfilled, invoices go out over time.

    Terminology and description as above can in glossary that is part of the user guide and training material.

  • Bryce Deeney commented
    May 11, 2016 23:25

    Joel, our payment gateway allows for the ability to send invoices and have them paid via credit card / ACH. Is there going to be a button for 'pay now' on the invoice that will be generated, so us payment processors can build that functionality into our clients Acumatica instances? 

  • Jean Dauth commented
    November 30, 2016 09:15

    Do you have something similar that we can use on Accounts Receivable (specifically contracts)?

  • Gabriel Michaud commented
    February 02, 2018 06:27

    Coming to 2018 R1.  Check out the beta!

  • RItesh Rawal commented
    February 06, 2019 08:26

    Hi ,

    The ability to create a quote for a prospect is a required feature as not all quote's sent out would necessarily be converted to an invoice ( customer ) . It would help to have a way of tracking the quotes sent to prospects which were not converted.

     

    Thanks

    Ritesh

  • dan_00 commented
    February 12, 2019 04:37

    This is an ongoing issue.

    Not all quotes turn into sales orders or invoices. Therefore we should be able to quote against a prospect as well as a customer.

    Yes I know that we can now create an opportunity and create a special quote from here, but this is a very slow and awkward way to go about the problem. 

    We need to be able to make regular quotes for both customers and prospects.