General Feedback

Yes! this is VERY important, but we need your feedback. For now, this will be the proposed list of reports: 1) Sales. Filtering by dates, products, agents / users 2) Billing. Essentially what was billed. The same set of filters from above. 3) Active products. A way to see not only what was sold but what is currently active and being billed. All reports will have a way to export the actual view you have on the screen, regardless if the view is filtered or not.

Create a Commissions module so QuotingBill can calculate and report commissions to be paid. The following would be the initial features for phase 1. 1) Calculate commissions based on MRC and OTC with both fixed amounts and percentages. 2) Have the popular residual option where a commission gets calculated and reported every month based on configured residuals. 3) Have the house accounts definition, where a Costumer can be assigned as a House Account meaning that it does not belong to a sales agent for commission purposes. 4) Commission report statuses. Have the possibility to change the commission report statuses. Created, Reviewed, closed. 5) Establish a Commission groups definition where then system users (agents) could be associated with. Including the possibility to have a system user in more than one goup.

As for now, QuotingBill has what we call a simple approval process. With the e-signature module, the following features will be available to use: 1) Upload any document to be used as an e-signature. 2) Once uploaded QuotingBill system user will be able to map signature fields like the actual signature, names / last names, addresses, customer names, etc 3) Save / edit / delete uploaded documents as a template to be used again in the future 4) Quote / Proposal marketing info to be treated as templates as well