Here's my #1 feature request as a new Infusionsoft user: The ability to create Quotes and/or ProForma Invoices in Infusionsoft, and email them to customers. I think this would be relatively easy to implement -- but Quotes are a key part of our sales process, and this simple enhancement would certainly give us some "bliss".

For us, a Quote or ProForma Invoice is basically the same thing as an Order/Invoice, just with a different title and a different 'status' i.e. it's not yet an approved sale. When a customer approves a Quote or ProForma Invoice, we would just like to edit it and change its status from 'not yet approved' to 'approved', which means it can be processed like any order.

Note that (as far as I know) a Lead record provides a way to track a sales opportunity, but it doesn't provide a way to generate or send a Quote. Since not everyone uses Leads, I think making Quotes just another type of Order would be best; such Quotes would presumably show up on the Orders tab when viewing an individual Lead.

Ideally one could create multiple Quotes for the same customer, let the customer accept one, and edit/convert that one to an actual Order/Invoice. But even one Quote per customer would meet 90% of our needs.

With nothing further, this would be a big improvement for us. But one more step would be a report of open Quotes/ProForma Invoices, which would help us estimate the dollars in our pre-sales pipeline. Hope this helps.

I second that request.

Taking this a little further after it has been emailed to the new lead/customer....

If they want to approve the quote/proforma why not make a link/button available in the email which changes it to an invoice.

It then requires their credit card or if the customer has terms it approves it. Then a notification/picking ticket/packing slip is sent to fulfillment either in-house or to the outside fulfillment company.

Once fulfillment has been verified it emails the customer their product is on the way or a service/installation has been scheduled and someone will be calling, etc...

This basically rounds out the automation process.

Joe Norcott
Infusionsoft Certified Consultant

I agree. I would love to see quotes option. I'm a contractor and quotes are very important. If I could fax or email and even print out my quotes that would be a be step to this software.

Hey everybody,

This is a great idea. In case you hadn't heard yet, we have a new place where you are able to submit feature requests and then vote on the requests that are there. We will be taking the top requests and including them in our releases. It is located at http://ideas.infusionsoft.com.

I suggest you take this item and post it there and then go vote for it.

In the meantime, we did release a new feature that in some ways can operate as a quote. When using opportunity records, you can specify all of the products/subscriptions that the prospect is interested in and then send the prospect a by now link that takes the prospect to your checkout page where they can enter their CC information and complete the purchase.

Hopefully that is something that you can find useful.

Thanks for the great ideas,

Brad

Hello All,

One work around that I would do would be creating a quote template in the system as a letter or an email etc. This way you will have a form you can go in and fill out. Then it can be printed w/ a label or emailed out etc. You can also use the fax broadcast capabilities if you have this...to fax your quote to someone as long as its a template in the system.
Hope this helps for a work around, its a little more manual in this instance because you have to adjust the physical pricing, but it will be easily sent out within the system. Hope this makes sense!
If not, contact me I can help a little further.
Sharon Wainscott
CMAC