thread Re: Has anyone had success using invoicing to create a quote? in Archived Discussions (Read Only)

Has anyone had success using invoicing to create a quote?

HC — Tue, 05 Jul 2016 18:36:03 GMT

Adding the fuinctionality to create a Quote to email clients would be hugely beneficial to our business. Where this functionality isnt currently available, has anyone successfully created a workaround using the existing square features?

Re: Has anyone had success using invoicing to create a quote?

Tom — Tue, 05 Jul 2016 18:35:14 GMT

Hi @HC, thanks for bringing this up. At this time, you can only add an existing item or custom amount to invoices.

Any chance you can reply with some more information on the invoice functions that would be most helpful for your business? I'd like to make sure that our product liaison team gets more insight on this. Thanks for your help! 🙂

Re: Has anyone had success using invoicing to create a quote?

ZigorC — Mon, 10 Oct 2016 16:18:08 GMT

This would also be really helpful for my business. Basically I just need a way to formally send a price quote for a new job to a customer with out expecting them to pay immedialty.

Re: Has anyone had success using invoicing to create a quote?

Sean — Mon, 10 Oct 2016 17:39:43 GMT

@ZigorC - Thanks for sharing! We'll be sure to include these details when we forward the feedback.