Accepting quote automatically create ticket

F1forPotato

Is this possible to have a ticket be automatically created and associated with a quote when a quote is accepted?

wrongecho

Hey!

Potentially as a button maybe, otherwise with automatic then there's a bigger piece about when should that ticket be automatically created, with people wanting different conditions etc.

You could potentially also use the custom notifications to do this, quote acceptance will trigger scripts in xcustom with customAction('quote_accept', $quote_id);

What is your use case here, and how important is it to you?

As a side note: You're probably aware but incase you aren't, we recently added the ability to send email notifs when quoted are accepted/declined.

F1forPotato

wrongecho Say I create a quote to replace some computers for a business. I send that quote to the customer and they accept it and send payment. As it stands, I have to go to the quote, accept the quote, then go back to the client, create a ticket, and then manually add the invoice to the ticket. It's a lot of steps for something that I am going to do almost every single time I accept a quote.

I agree the button is a good idea, it doesn't need to always include a ticket, like if I were just selling a part and doing no labor. But I would say less than 1% of my invoices are not associated with a ticket.

wrongecho

F1forPotato Makes sense! To get a better feel for the flow, how is the customer initially asking for the computer replacement, email or ticket?

I'm trying to figure out if it's nicer if the process is driven primarily from the ticket (e.g. create a ticket first > create quote button on the ticket > quote and invoice are automatically linked to the ticket).

F1forPotato

wrongecho Typically, I create tickets myself. I do like the idea of a "quote" button next to the "invoice" button within an existing ticket! If the quote is marked declined, it could mark the ticket as non-billable

wrongecho

F1forPotato I think this is probably a smoother workflow!

wrongecho

https://tasks.dev.itflow.org/task_details.php?task_id=63

mikeie

A nice feature would be the ability to assign an quotes to a ticket. This way, it would be visible (like a invoice) in the ticket history.

digibandit

same as it would with an invoice, would be nice to auto associate too.

digibandit

Maybe I'll just start necro bumping. Does no one else want this feature? LOL

wrongecho

digibandit

I mean I would prefer necroing as opposed to just creating new posts over and over 😂

I did start work on this - well, I added the database field……

As you're aware, we are quite inundated with requests and bugs so have to prioritise. I have learned that the apparent "popularity" of a feature isn't necessarily the best indicator of how important it is to the project. What I mean to say is that some feature requests solve very niche problems and sometimes people will offer their 'likes' and support for something they, once added, never use or even speak of again. To this end, having people create independent posts and then having to merge them in is probably a more useful indicator of how needed a feature really is.

If I hate a feature request, I will just tell you and tag it accordingly. Please don't ever interpret the slow adoption of a feature as a "no". As I like to say, we do read all posts, and I go through the backlog every now and then as time permits. Just remember that it's a race, not a sprint! 🙂

johnny

I think many people do, I think it would be good to add for next major release Ill see I can get this implemented. No promises we got much on our plate and alot of good things coming

digibandit

johnny wooohooo!

digibandit

wrongecho well said, but more of a marathon, perhaps.

You guys are amazing, and are making something amazing.

johnny

Thats right @wrongecho I forgot you started this already. duh