Custom Proposal Statuses
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Phil Taboada
One more status such as "In Review" or a status after draft.... but before submitted "waiting to send" or "pending submission" would be great. I would like to make an estimate and then change the status to "Pending Submission" for example... which would be a visual cue for my coworkers to either review/ double check the estimate before sending... or to be able to say to the office administrator as a visual cue "Ok this one is ready to be submitted to the client"
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Phil Taboada
C
Clark Beckett
The ability to create a custom status would help our company sort out our proposals properly. I would love to be able to set these statuses, and then sort by them
Awaiting Deposit
Deposit Made
Equipment Ordered
Ready for Install
Construction Delay
Im sure it's different for every company, so custom statuses would be best.
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Dylan Olsen
Yes Custom statuses would be great, Im looking for a long term status. Im bidding out projects that might take 6 months to a year until it starts. It would be great if there was a status i could put them under so that i could hid them from current operations.
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Jamey Farrell
D-tools cloud does a great job at organizing projects by status. I don't need portal to manage the projects but having some organization on the accepted proposals to include the progress steps would be super helpful.
John Estep
Jamey Farrell How do you get a Portal proposal into D-tools cloud? We are dying for better project management and work order software that ties into Portal and thought D-tools cloud might do the trick.
J
Joshua Dacus
Adding a vote for an in between from accepted to paid to in progress before completed.
I
Ian Laker
Invoiced proposal status
Kevin Keenan
I would like to see an additional 'Status' in proposals for 'Paid'. I'm essentially looking for something in between 'Accepted' and 'Completed'. Even two additional would be good... Accepted, Finished, Billed, Completed (could be Archived instead?)
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Nicholas Reimer
Proposal status of Scheduled
Kirk Chisholm
Merged in a post:
Proposal status of Contracted or Ready for Action
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QAV Sales
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