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Proposals & Invoicing

Feature Requests

We will be introducing lots of updates to how customers can generate proposals from their AI estimates and accept payments.

Posted by Dmitry Alexin ·
Status: Completed3 comments

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Comments3

  • Justin Watkins

    Team•

    Apr 9, 2024

    @Dmitry Alexin , I added several written requests in screenshot form of Proposal/Invoicing feature requests.

    1- Specifically, there are a few views showing how Houzz and Jobber provide controls to hide/show facets of the proposal.

    2- There's also a great payment schedule example at the top from Joist.

    3- Some screenshots show how users request taxes be displayed.

    Hope this helps.

  • Justin Watkins

    Team•

    Apr 9, 2024

    This google drive folder contains 20+ contractor proposals shared by subscribers to us, containing elements that they prefer. https://drive.google.com/drive/folders/1HEjbeiDE7TVI4cRIEKO6t-AFpt06pguO?usp=drive_link

  • Justin Watkins

    Team•

    Apr 9, 2024

    50+ Avoma Snippets containing Proposal/Invoicing feature requests are here: https://app.avoma.com/playlists/ae3ee397-ef66-4b9b-a99f-7f22aa04acc3/playlist