Would it be possible to add a function for creating and sending customized proposals, contracts, and invoices? With Upbase's vision to be an all-in-one PM tool, I'd really love to have this feature. Thank you.
I use 17Hats for my CRM which does quotes. As soon as it's acepted they then electronically sign the T & Cs which produces the invoice. At this point it then becomes a project in upbase as the PM functionality is better than 17Hats. If anyone's interested in 17Hats let me know.
Tristan Loo
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Feb 16, 2023
This to me would be a misdirection for Upbase as a productivity tool and moving it into CRM territory, of which there are plenty of options out there. I'd be open to the idea though of a separate app integration.
Jack S.
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Feb 16, 2023
If there were statistics of hours spent on tasks, it would be good to be able to multiply this by rates and invoicing.
Sridhar Dhanapalan
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Feb 17, 2023
Tristan Loo: Agreed! I bought into Upbase for its clear vision as a productivity tool focussed on individuals and small teams. Please for the love of god don't turn it into Clickup.
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Comments8
PNewton (Gmail)
Aug 14, 2023
I use 17Hats for my CRM which does quotes. As soon as it's acepted they then electronically sign the T & Cs which produces the invoice. At this point it then becomes a project in upbase as the PM functionality is better than 17Hats. If anyone's interested in 17Hats let me know.
Tristan Loo
Feb 16, 2023
This to me would be a misdirection for Upbase as a productivity tool and moving it into CRM territory, of which there are plenty of options out there. I'd be open to the idea though of a separate app integration.
Jack S.
Feb 16, 2023
If there were statistics of hours spent on tasks, it would be good to be able to multiply this by rates and invoicing.
Sridhar Dhanapalan
Feb 17, 2023
Tristan Loo: Agreed! I bought into Upbase for its clear vision as a productivity tool focussed on individuals and small teams. Please for the love of god don't turn it into Clickup.
Jack S.
Feb 15, 2023
👍
Idea: https://productive.io/billing/
Amsa Venktesan
Feb 14, 2023
Of course… being able to create proposals with templates, sending invoices will be an great option.