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Estimate in QUIPA (not QB)
Would like a prettier estimate with contract signing ability to send to clients directly from QUIPA. I prefer to only transfer info to QBO as an invoice.
4
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under review
5
Item description
For items, there is an option for internal notes. Can these notes be visible during the quoting process when the item is selected? Amy M.
1
·
under review
1
Production Schedule
Approximate the completion time for each item and add to production calendar. User can pre-set the amount of time it takes to make a certain type of item (e.g. 2-width panel pair + lining + trim = 8 hours)
1
·
under review
10
Comprehensive Estimate Preview
It should be clear on the order form exactly what info is client-facing: item description, fabrication price, fabric description, hardware description, etc. Currently, hardware desc/price and fabrication pricing breakdown are especially unclear
1
·
under review
3
History of Changes for Orders
Create a paper trail of order edits. Who completed the edit and when? Keep all copies.
3
·
under review
4
Clarify Order Quantity for Drapery Orders
Consider re-wording and/or a new location for the quantity field on the order form and work order pdf. It is confusing to some users if it refers to the number of panels per treatment or number of treatments.
1
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under review
3
Manual override of calculated fabrication price
The user wants to see the calculated price but implement their own rounding, or adjust the price per item depending on a specific situation (e.g. has been previously estimated by hand on a previous estimate and the user wants the pricing to match on the new estimate)
1
·
under review
1
Custom Fees (Add-on Charges) on Orders
User can add their own fees/mark-up to orders that are not already included in QUIPA's price list
7
·
under review
14
Hard Treatment Orders
Include calculations for hard treatments.
7
·
under review
7
Blackout lining upcharge for Roman Shades
Add pricing upcharge (per square foot) option for blackout lining on a roman shade.
4
·
under review
3
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