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Looking for a Quote ID or Job ID # to track

Feature RequestQuote

Currently none of the quotes can be tracked via Quote ID and/or Job ID.
I would like to have a number value on the quotes to be able to refer back with a client.
It is also a much neater and cleaner way for me to track my jobs for bookkeeping.


Example:
Client Has had 3 quotes sent to them. Quotes 1001, 2001, 3001.
Quotes 1001, 2001 have been approved and converted into Job’s/Contracts 1001 ,2001.

When I invoice, As a line item to the same client but 2 different projects- I want my line item to be -
Quote1001/Contract1001 - 10% Deposit - $2.00 etc…..

Such that they understand exactly what it is. Where as, current workaround,
1. I track the Numbers Manually. - Extremely inefficient and many mistakes will be had
2. Currently it connects the invoice to the project - so customer should be viewing it under that specificly accepted project.

Posted by Steven On ·
1 comment

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Comments1

  • Francois Jullien

    Team•

    Jan 20, 2025

    Today, you can only have one signed/approved quote per project

    However, you could rename the quote with a number of your choice.

    Generating invoices from contract items will be possible soon as well.

    Customers can already see the invoice per project.