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Ideas and Feedback: Billing

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Quoting

The ability to create a quote or estimate for a customer would be amazing. We could essentially eliminate other software.

79 votes

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Ron Slyker shared this idea  ·   ·  Report…  ·  Admin →
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Under Review  ·  Nir Gilbert responded  · 

Nice! The feature you requested is being considered for development. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!

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  • ITGSI Support commented  ·   ·  Report

    Quotes from within any IT-based PSA are CRITICAL.
    If a PSA can do invoices, but not quotes? That's like a car's engine having no battery. Quotes are the START of a process - just like the battery is the only way to start that car.

  • Brian Jewell commented  ·   ·  Report

    I did not see this prior so I submitted my own idea. We are constantly having to use Quickbooks which requires multiple installed instances on different computers and databases are not on the go via the web like Atera. If you guys could integrate the work order, estimate/quoting like the invoicing section in billing then this would eliminate the use of other software outside of Atera.