Sage 50 Accounts UKI Ideas Portal

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Quotations

Add Customer Order No to columns in Quotations

Quotes must contain a customer order number to be signed off so it would be easy to spot a missing one if it was a column on the list screen. You can add it in both Sales Orders and Invoices already.
20 days ago in Quotations Idea Accepted - Gauging Support

When duplicated a quote, stop deleting all prices if you change the account number. That is the whole point of duplicating quotes.

No description provided
5 months ago in Quotations Already Exists

Expire date on quotation

No description provided
6 months ago in Quotations Already Exists

Cancel character restrictions for quotations and invoices

No description provided
7 months ago in Quotations / Sales Invoices & Credits Idea Accepted - Gauging Support

Quote emailed status should not be shown in Invoices and Credits module

Perhaps when the quote is updated to won, the emailed status could be cleared out which would allow tracking in the invoices and credits module of whether the invoice had been emailed out to the client.
7 months ago in Quotations Idea Accepted - Gauging Support

Bulk upload option for building quotes

We need the abilty to upload part numbers into a quote from Excel to save manually searching and inputing each individual product number. this would save hours of time. As Sage is an Excel based product surely this is an easy thing to do?
7 months ago in Quotations / Transaction import Idea Accepted - Gauging Support

upload purchase quotes into sage so that we don't have to manually input the data

This would save us a huge amount of time.
8 months ago in Quotations

Keep Quotation History

Would like to keep the integrity of a quote even if only part is won. We may win other lines in the near future but if we've converted the quote to a sales order and deleted a line we didn't win that time it's harder to go back to check what was q...
9 months ago in Quotations

During Quotation process being able to print to pdf with the quotation number automatically added to file name.

This facility is available with print to email as you can add a field from the the data to include in the attachment file name. we have used this method then right click the email draft and save the attachment to our quotations database location. ...
10 months ago in Quotations

Merge quotes

We can quote a customer a few times a day/week and they in return will send one single order. It would be very helpful if we could consolidate these quotes into one and mark that consolidated quote as 'won' to ship as a single order/single invoice.
over 1 year ago in Quotations