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Quoting Engine

Feature Request
A tool for consultancies to be able to provide quotes to prospective clients, for a statement of work.
How Would You Use This in Upmind?
Introduce a comprehensive quoting engine into Upmind that supports: Simple Quotes: Single-approval, single-invoice quoting (default mode). Multi-Part (Project) Quotes: Single-approval quoting with multiple staged invoices triggered across project milestones (either manually or automatically based on schedule).
What problem does this solve for you?
This enables brands to manage both straightforward sales and complex project-based work from a unified quoting system.
Impact of not having this feature
-

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Upvoters
Status

Later (Planned)

Board

CRM

Date

About 1 month ago

Author

Sara Hamilton

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