Create and send professional, branded proposals to clients. Supports optional items, digital acceptance with signature, and seamless conversion into tickets, invoices, or contracts.
There are plenty of excellent quoting applications available that already have the means to integrate with most major suppliers around the world. Working with them to integrate with Gorelo would allow Gorelo to focus on building out other necessary features whilst providing users with essential functionality
Emerald Alligator
When is the ‘Proposals (Quotes)’ go-live date please?
Cyan Spacelab
This would be amazing. Previously used Quoter which was acquired by ScalePad
Coffee Moss
Definitely support this as this would make a great PSA element
Coral Deer
We’re using IT Quoter at the moment. There’s some things about it that I find annoying but on the whole it’s pretty good. Having something that’s part of Gorelo would be awesome as long as it can pull data feeds from suppliers. IT Quoter will produce a template to convert whatever format the supplier gives us, and then they re-use that template for anyone who asks. Some suppliers send them via email, others have APIs.
Coral Deer
I wanted to give Claude access to my supplier feeds and pick items for a server build. ITQuoter refused to provide API access to do that.
Tan Duck
this would be great if it could at some point be linked in with gocardless
Salmon Jaguar
or integrate with zomentum.
Purple Star
integration with zomentum would be awesome
Red Pudding
This is the one thing that keeps me at Syncro.
Blush Sand
A cool feature for this would be when someone accepts a quote to automatically send an invoice. So if it’s a hardware quote when they accept it the billing contact that is set in the quote gets the invoice. if it’s a service quote this probably isn’t necessary but at least be able to convert the line items to a contract and the one time things such as a setup fee to an invoice, etc…
When a quote is accepted an option to request info from the customer such as a PO Number.
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Magenta Sun
There are plenty of excellent quoting applications available that already have the means to integrate with most major suppliers around the world. Working with them to integrate with Gorelo would allow Gorelo to focus on building out other necessary features whilst providing users with essential functionality
Emerald Alligator
When is the ‘Proposals (Quotes)’ go-live date please?
Cyan Spacelab
This would be amazing. Previously used Quoter which was acquired by ScalePad
Coffee Moss
Definitely support this as this would make a great PSA element
Coral Deer
We’re using IT Quoter at the moment. There’s some things about it that I find annoying but on the whole it’s pretty good. Having something that’s part of Gorelo would be awesome as long as it can pull data feeds from suppliers. IT Quoter will produce a template to convert whatever format the supplier gives us, and then they re-use that template for anyone who asks. Some suppliers send them via email, others have APIs.
Coral Deer
I wanted to give Claude access to my supplier feeds and pick items for a server build. ITQuoter refused to provide API access to do that.
Tan Duck
this would be great if it could at some point be linked in with gocardless
Salmon Jaguar
or integrate with zomentum.
Purple Star
integration with zomentum would be awesome
Red Pudding
This is the one thing that keeps me at Syncro.
Blush Sand
A cool feature for this would be when someone accepts a quote to automatically send an invoice. So if it’s a hardware quote when they accept it the billing contact that is set in the quote gets the invoice. if it’s a service quote this probably isn’t necessary but at least be able to convert the line items to a contract and the one time things such as a setup fee to an invoice, etc…
When a quote is accepted an option to request info from the customer such as a PO Number.