Estimate Status Options

theAREnetworktheAREnetwork Member Posts: 4

We are a branding/advertising agency with customers in every industry. Becuase of the nature of our business and operation model, we are required to seek approvals before starting projects and track jobs accordingly before invoicing. Currently the WaveApps estimate system is very limited and does not account for holistic procedural updates to the status. e.g. Draft > Sent > Viewed > APPROVED > INVOICED

If you use Freshbooks as a reference when an estimate is sent out and viewed, clients have the option of "Approving" it on their end and we will be notified of their approval via email and an automatic status update on our end. Alternatively, if the client gives approval via email, we can manually change the status to approved. Lastly, when the job is completed and we select "Convert to Invoice", once the invoice is saved and approved, the estimate status is updated to "Invoiced".

The "Approved" and "Invoiced" statuses would be an immense addition to your current system and go a long way to allow any business that has a project management operational model to make better use of Wave. e.g. agencies, freelancers, service professionals, and many more. It will definitely be more appealing to new/existing users coming from Freshbooks because that is one of the features I miss that Wave does not currently offer.

On a final note, having mobile access to the estimates via the iOS/Android apps will also be a great update to allow for more convenient and seamless remote access/control.

Thanks in advance.

edited February 7, 2020 in Sales & Invoicing Feature Ideas

Comments

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Thank you for your feedback, @theAREnetwork!

    There has been a lot of talk about improving estimates in the Wave Community and it's telling to hear so many of our users wanting to see improvements in this feature. Thank you for taking the time to share this with us.

  • theAREnetworktheAREnetwork Member Posts: 4

    Hope Waveapps makes my suggestion part of system soon, it would be much appreciated.

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi @theAREnetwork.

    Although I can't guarantee your feature idea will be built for Wave, I can tell you that feedback from Wavers has a real impact on how we choose to build our next features. Thanks again!

  • carelcarel Member Posts: 4

    @theAREnetwork I agree with you. @Alexia, I'm losing track of all my quotes, I really do hope we see this soon.

  • chrisschroeder2chrisschroeder2 Member Posts: 4

    I agree specifically the state where and order has been placed or approved by the customer is a great way to understand what our committed backlog of placed orders is. I'm sure in some businesses the transition time between estimate, order and shipment is short however in others this is the primary operating period for the work and tracking would be much better in tool than in spreadsheets offline.

  • AlexLAlexL Administrator Posts: 1,569 admin

    Hey @chrisschroeder2 , we appreciate you resurfacing this thread and adding your +1. Although we don't have any short term plans for this, a total Estimates overhaul and improvement is definitely on our long term roadmap.

  • jopedderjopedder Member Posts: 4

    just chiming in to add my +1, just been awarded 8 of 10 estimates I sent one client, and can instantly see I now need to duplicate in Excel.

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