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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.

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edited February 7, 2020 in Sales & Invoicing Feature Ideas

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