Location and System Optional Add-Ons
Want the ability to present a location or system as an option to the client, so they can choose to include it in the quote or not.
Present quote based on selected locations/systems
Ex: Only present the AV system or the 2nd floor to get a new number
Additional Product Costs
I need a way to add in additional product costs, such as shipping and tariffs. Some vendors, like Savant, specify in D-Tools that tariffs, shipping, and tax are not included. I also cannot manually change the price without "breaking" the integration. So give me an extra field somewhere that can mod the cost on the fly. This wouldn't be a permanent change to the product cost, as shipping could be free over a certain order amount. **Note, this is data that we wouldn't have 100% until we place the vendor order, so it needs to be editable after the client has accepted the proposal. It would only affect our cost and margins, not necessarily the final client price.
The ability to track product warranty and make it visible to the customer inside from inside the proposal. Also be reminded when a customer warranty is about to expire.
I would like the ability to assign alternates to packages as well as catalog items. Currently I have to clone items and require specific accessories in order to accomplish this but that gets cumbersome real quick.
Location and System Alternates Options
Want the ability to provide client selectable options of different versions of a location or system so the client can select a Good, Better, Best for that location/system.
Flexible Pricing Discounts on Quote
Having the ability to apply a single discount on the whole project, on a per item basis, and to apply multiple discounts in a quote.
We need the ability to dowload and print the final bill of materials after all change orders accepted.