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Created by Guest
Created on Feb 15, 2024

Flexibility on Showing and Billing Recurring Charges (Service Plans and Subscriptions) in Proposals

Currently service plans don’t add to subtotal. Makes it unusable. They can pick a plan, but can’t pay for it when accepted digitally?. Doesn’t make sense.

Go buy a service plan anywhere in the world and it goes to the subtotal.

I’d also take it a step further and not put it below the grand total. We need the option to place where we want it. Near tax or adjustments but certainly not the “bottom line”.

Additional options on how subscription and service plan charges are displayed in the summary section of a proposal. Example - Include the first billing cycle charges, first year's charges, etc...

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1 MERGED

Service Contracts should be included in proposal payment terms

Merged
We should make it easier to collect a clients money by requesting a single payment and reduce the number of steps our team needs to do. Make it work like every other proposal
John Cook about 1 month ago in Opportunities & Quotes
1 MERGED

Flexibility on Showing Recurring Charges (Service Plans & Subscriptions) in Proposal Total

Merged
Additional options on how subscription and service plan charges are displayed in the summary section of a proposal. Example - Include the first billing cycle charges, first year's charges, etc...
Arzoo Singh 3 months ago in Opportunities & Quotes