Hello, we are looking to see if we can build a complex quoting tool and job management system that can sit between pipedrive and xero.
I have put together a full wish list and future plan, however in brief we need…
Quotes presentation
- Product pictures
- Unit prices
- Product names and description
- Ability to have a very large product database of over 10000 items
- Decoration description
Quotes Calculation
- Margin based on total cost
- Freight calcs customisable by supplier
- Product and decoration groups link
- Able to multiply decoration options. Ie. Qty 2 x 1 colour print
- Able to add multiple decoration options to product. Ie full colour front, one colour back print
Job workflow
- job management pipeline once the enquiry is won
- data can move from quote to sales order confirmation
- proof approval process
- PO’s and invoicing links to xero
certainly interested if anyone can point us to someone who can help. or suggest software that is worth looking at.
Thank you
Alvin