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Build a quote that immediately converts into an actionable invoice upon acceptance.

Ty_HarnarTy_Harnar Posts: 4
edited July 30 in Billing

Love Canopy, glad we switched...but I do miss this feature from our prior CRM (17Hats):

We were able to build a quote (much like building an invoice in Canopy) that immediately converted to a payable invoice upon client acceptance of the quote.

The engagement agreement signature, quote acceptance, and invoice/payment were combined in one smooth process. Since we bill in advance of tax prep, this was great.

Currently, no matter how clear and succinct my instructions, our clients are continually confused by the quote outside of Canopy (we use Quotient right now).

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