Skip to Main Content
Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

For technical issues or bugs please head to Support or our Developer Community. You can assign up to 20 votes in total. Thank you for your feedback.

Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

Status Gathering interest
Categories Orders & Payment
Created by Guest
Created on Feb 7, 2022

Quoting Feature Improvements

Below are the top requests we have to improve the quoting feature. I’m happy to elaborate on any items that need additional clarification.

  1. Ability to edit quotes without having to start over (our quotes change all the time and are very time consuming to recreate)

  2. Ability to print/save a quote as a pdf (contractors often need to include our quote as part of a larger bid)

  3. Consolidate job quote and quote sections (it’s confusing to have two separate sections)

  4. Ability to view and edit expired quotes (some jobs take years to come to fruition…it would be nice to pull up an old quote and update pricing)

  5. Allow people to add items to quote at checkout (missed opportunity to upsell)

  6. Ability to finish/view quote before deciding to send to customer

  • Optimizely
    Sara Winter
    Jan 20, 2023

    Thank you for submitting this request! We have added this item to our backlog for future consideration and prioritization.