Shopping cart with product options
Customer facing widget with selection of product and product options and plans
End user customer facing Portal
This feature consists of having an end user customer facing portal where end users will be able to: 1) See their invoices (open, paid, due, or pending). Including the option to download the invoice. Searchable by dates. 2) See their quotes, or proposals and approve them or download them. Searchable by dates. 3) See their payments and their status. Searchable by dates. 4) See their billing notifications, and turn them on / off 5) Manage authorized users to get into this portal, or to receive a copy of the email notifications 6) Standart profile features, like: forgot password, change password, change contact info (name, phone, email)
Customer Billing and Shipping addresses
This feature includes having the possibility of having multiple addresses associated with a Costumer
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.
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.
Parent Child Accounts
With this feature, the quotingBill client will have the option to set a Client to be the parent of a second Client. For example Client ABC Services and Client ACME Products. Once this functionality is done, a quotingBill system user will be able to Set ABC Services as the parent of ACME Products. Considerations: Child Clients (in this case ACME Products) will not receive an invoice. Just the Parent (ABC Services). This set up will be done at the Client screen, there will be a section to search for another Client, the child to be underneath the actual client. The breakdown of MRC, OTCs, and Taxes. For each parent Client with children, there will be a setting to display the breakdown in two options: 1) All MRCs, all OTCs, and all Taxes per children. 2) All MRCs for each child, all OTCs for each child, all Taxes for each child
Expose QuotingBill API phase 1
With this feature, QuotinBill costumers will be able to perform the following actions via API: 1) Costumers 2) Products 3) Quotes 4) Invoices This means, read, create, modify, and remove to each of the 4 objects mentioned before. This feature also includes writing documentation and have the possibility to offer a sandbox so the costumer can run all the necessary tests.
Multi hardware vendors app
This feature will allow QuotingBill clients to install more that one instance of a hardware vendor (888Voip, Teledinamycs, NTS Direct, etc). This will allow you to benefit from purchasing and have somebody else get the bill. The most common scenario is the "leasing company" model, where the service provider places the order but the hardware is invoiced to a third-party leasing company.
Late fees configuration
This feature means having a place in QuotingBill to configure late fees. Initially, those late fees should apply to end customers that re due on their bill. This late fee should be configurable by: 1) Fixed or percentage amount per customer 2) Fixed or percentage per product 3) Exclusions, of products, and customers