Adding Telephone numbers to bill
Would like to see all current DID's that the customer has currently on the monthly invoice listed.
Reports phase 1
Yes! this is VERY important, but we need your feedback. For now, this will be the proposed list of reports: 1) Sales. Filtering by dates, products, agents / users 2) Billing. Essentially what was billed. The same set of filters from above. 3) Active products. A way to see not only what was sold but what is currently active and being billed. All reports will have a way to export the actual view you have on the screen, regardless if the view is filtered or not.
This feature goes around the possibility to have a place where to calculate and charge "fees" to your end users. Fees meaning, literally anything, for example: A fixed amount for every X product or a percentage of Y sold product. Here are some basic functionalities. 1) Fixed and percentage amounts 2) Associable to specific products. 3) Frequency (How many times it will be charged). 4) Exclusions. Exclude specific customers.
E-signature / Document approval
As for now, QuotingBill has what we call a simple approval process. With the e-signature module, the following features will be available to use: 1) Upload any document to be used as an e-signature. 2) Once uploaded QuotingBill system user will be able to map signature fields like the actual signature, names / last names, addresses, customer names, etc 3) Save / edit / delete uploaded documents as a template to be used again in the future 4) Quote / Proposal marketing info to be treated as templates as well
Best way to explain this is a fast food restaurant combo. So you have the hamburger that costs $10, the fries at $3, and the drink at $5. If you sell them as a combo it should be a total of $18 right? but how about creating Combo #1 (or Bundle #1) having those three products in it, but giving it a price of $15? Also, another approach would be to yes create that combo #1 add those three products, but have the possibility to create something like a "bundle price" which will be different than the "stand alone price". meaning that the product alone will have a higher (or different) price than if it's bundled? This has been a topic of endless discussions so PLEASE share your thoughts and comments below.
Commissions Phase 2
It will require phase 1 to be deployed and functional. In Phase 2 these would be the features. 1) En user term tied commissions. Example If a Customer is sold under a 12-month contract the commission is 20%, but if sold under a 24-month contract commission should be %22 instead, and so on so forth per end-user contract term. 2) En user volume commissions. The commission amount would be calculated based on the unit amount sold. Example Customer A is sold 10 hats at $10 each, the agent will receive a 5% commission. Customer B is sold 20 hats at $10 each, the agent will receive an 8% commission. 3) Send commission report to Accounting software 4) In house agents, and third party (Channel sales) definition. 5) Master agent definition which means users under a Master will report commissions on reports as well as log in to make quotes based on a previously configured based price.
Add your own SMTP Relay to the Marketplace
By default, QuotingBill will include all email notification sending. No delivery receipts, no tracking, and emails will go out using the @ quotingBill.com domain. QuotingBill uses Mailgun as the default SMTP Provider. Adding your own SMTP Relay will allow you to use your own domain when sending emails and also, have your SMTP Relay provider give you any kind of analytics, tracking, and delivery receipts based on their own feature list.
Channel Partners (external QuotingBill users)
Let's say you have partners that sell your product, but they are nor part of your organization, and you don't want them to have the same access your regular system users have. This is what this feature is all about, having a way to grant them access to specific modules, like Quoting for example. And also have them properly "tagged" so it's easy to identify them.
Vendor / Third party payments
Have QuoptingBill pay any third party vendor, provider, or partner via ACH from QuotingBill. For example commissions. Once they are calculated and approved, clicking a few buttons here and there and boom! money was sent via API.
Quote approval process
Have QuotingBill introduce a functionality where every quote will require an Admin (or a specific QuotingBill system user) approval in order to be sent or converted into an invoice. This includes an email notification to let admins (or a specific users) know there is a quote pending for approval.