Factory Ideas Board

The ability to manage your quote pipeline more effectively: A 'Workflow' equivalent page, specific for quotes, with the ability to define custom quote statuses Ability to mark quotes as 'Closed Lost' to improve quote win rate reporting Customer-facing SMS/Email quote reminders Ability for customer to accept and sign for quote online

ability to see who ticked custom columns checkboxes and when they did that

Capture invoice payments from your customers, directly through Factory.

Hey team, Could you implement the option to have internal notifications for when a card is moved into a certain bucket. similar to how you have notifications for customers but for internal people (assigned employees)

When looking at a Sales Order with a Kit applied, it would be much easier to read the details if the items added into a Kit (or Sub Kit) have an indentation / tab in front of the text so it is easily identifiable to which item is under which kit. An alternative to this would be having the kit name in bold on the Sales Order (but not the invoice).

an indicator just like the invoiced icon at the top of the page to show either the w/o has been issued or printed to prevent double ups

Create custom automations using triggers, conditions and actions, in order to automate repetitive or manual tasks.

It would be great to be able to keep track of Serial Numbers, for several of our equipment pieces. At the moment this record is kept in a physical book. I haven't thought through how this could be achieved, as we obviously don't want it a feature on all kits.

Having more details then just the internal cash/trade account option when sending invoices into xero. eg/ internal cash account (jo blow off the street) contact details in factory move across with invoice to xero instead of currently only the cash/trade account and then factory order number in the description lines within xero. having this would solve accounting issues that do not access factory and can chase and allocate payments accordingly.

The ability to be able to add partial bills. Example , We often get multiple invoices against the one PO. This could be due to items on back order.