General Feedback

Should be able to export product lists, customers, etc.

For a customer, would like a checkbox that a QuotingBill user can check off when a customer has authorized the use of their phone number for SMS messages. I know it's BS, but messaging providers are asking for a screenshot to show how a customer acknowledges this. This is a simple checkbox just for "records" purposes. If needed, it can always be expanded on to actually allow/disallow messaging.

The ability to add one-time charges to a subscription customer and the charges go out on the same invoice.

This feature means having a place in QuotingBill to configure late fees. Initially, those late fees should apply to end customers that re due on their bill. This late fee should be configurable by: 1) Fixed or percentage amount per customer 2) Fixed or percentage per product 3) Exclusions, of products, and customers

it would be nice to receive an e-mail when a customer accepts a quote.

Having the ability to attach other documents to a quote would be helpful.

We would like the ability to disable customer's ability to turn autopay off. We would also like it mandatory that one active payment method be associated with an account - customer cannot remove a payment method without having another confirmed one in place.

Having categories for customers (ex. inactive, active) would be helpful so we could change our views.

It would be helpful to have multiple customer profiles for the same account. We have some that are regular customers but also are resellers for us. The taxing and billing are different and they have to have 2 separate accounts currently. This would also come into play with commissions. One account with multiple profiles would be better.

With this feature, QuotinBill quotes module will be able to generate discounts or promotions taking into consideration the following specifications 1) Apply discounts to the product price (one-time charge or MRC). The amount to be applied could be a fixed amount or a percentage of the product final price 2) Apply time-sensitive discounts (fixed and percentage). For example, giving a 20% MRC discount for the first 6 months and after that full price will fall back to the rest of the invoices. 3) Volume or tier discounts. This means if a particular product is sold in certain amounts the unit price will have an applied discount. Product A final price is $40 one time. But if sold more than 10 units at a time. a $10 one time discount will be applied. 4) Automatic time-bound promotions. Promotions will function based on discounts functionality but it will be triggered and turned off both automatically or user-initiated. Example: a Spring Promotion from April 1st to April 30th Product A will have a 30% discount on MRC price. All quotes generated on or after April 1st will have the promo applied (both automatically or user-initiated) until April 30th. And after April 30 pricing will fall back to normal.