FIX ESTIMATES - currently a half backed feature not worthwhile.
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Adrian King
The current implementation of estimates is barely functional at best. Multiple bugs, poor UI/UX and half baked features. Here are some suggestions to start. Please add comments/suggestions to this thread.
Why is this important? We cannot realistically recommend GHL to businesses who need to do estimates until it works well. And our current clients who are trying to use estimates in GHL are complaining and frustrated and will leave if it's not fixed.
- Make the UI/UX much easier and more intuitive to use - needs a lot of work.
- Allow saving of draft invoices without needing a contact attached.
- For contact fields, only make the name/email fields required.
- Show product variants in product selection (not just product title) - ESSENTIAL
- Allow changing the product & variant after it has been selected - ESSENTIAL
- Allow changing the order of products - ESSENTIAL
- Fix bug where attachments can't be added sometimes (media panel doesn't always open)
- Fix bug where title of product cannot be edited
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Bohdan Duha
Great feedback, Adrian King.
GHL Team, is there any update on the roadmap for this feature? This is an essential module for all service providers out there.
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Adrian King
Bohdan Duha Thanks. I might have been a bit harsh :) All the GHL team are awesome - it's just frustrating when we get a new release that is not polished enough to use.
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Bohdan Duha
Adrian King, Agree, but what you provided is technical feedback, not a personal attack.
The Estimates development is almost there.
My companies offer bespoke physical products and services. Right now, there isn't an easy way to integrate third-party estimating and quoting software. I love GHL, but it should not fall into the stereotype of catering only to virtual businesses. With AI handling many departments, Tradesmen are on the rise, and I see this element as a missing link in the complete cycle, which will make GHL even greater than ever.