Create cost quotes (PDF file) to send to clients
Bel
It would be good to be able to create cost quotes to send to clients for each task we create on Clickup. It would be good to have a template saved on Clickup and when we clicked on "Create quote", the system would populate the template for that task so we can send to the client by email. It would also be good to be able to include multiple tasks in a single cost quote as well as edit/delete information from it. :)
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Lily Chan
Merged in a post:
Possibility to create economic proposals for products and services directly from ClickUp, being able to provide the customer with a PDF with the economic proposal
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Francisco Javier Lopez Virosta
When we are working on an opportunity and we have to send our client a quote for our services, we should be able to access an area where the products and services are located with their prices, costs, discounts and conditions in order to prepare a complete budget and send it in a PDF format to our client, in this way we can fully manage the sales cycle of a project.
Luci N.
Merged in a post:
Creating Quotations
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Vivan Oneill Menezes
Hi. We are a small firm operating in the field of Air Conditioning products. It would be great if you could come up with some integration with any quotation making software / application
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GDS KOHLI
Yeah, I would also request to add this feature to create cost quote and product library, etc..
Jack Bolton
This would be good. Also a function to add 'inventory items' for products and services with pre-defined descriptions and costings. can then create quick quotes by adding inventory items together. Something like the attached... This is one of your competitors.
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Rami Hachem
I would like this feature