This would, in general, not be recommended. One of the principles of good accounting practice is that you never delete a transaction or record. While a quote or order does not alter your financial position, it could be very helpful to have a complete history if a dispute should develop in the future.
Let me be clear: indicating a quote was not accepted and is therefore inactive is one thing (acceptable); deleting it from your records is something else (not advisable).
Exactly what I was thinking - or even if it is “closed” so that one can still use it as a “copy” if required. But it would be REALLY AWESOME if once the quote has been accepted and it is converted into a PO, and Invoice (to supplier and customer) - it is removed or closed from the Quote page.
Another suggestion: I take deposits on an invoice - I currently have to issue two invoices for the deposits - it would be an awesome feature if I could invoice on a % deposit.
Those would be great - however if once it has been invoiced/converted to a PO then it should be automated as accepted and a filter to the bottom.
It would also be great if there were so reports we could get on the quotations. Especially relevant when you have a lot of quotations and work being done with one client and need to itemise or discuss them with the client.
I have a few other suggestions namely:
In the terms and conditions - would it be possible to have two /three different options. (e.g. One section is training - and there are certain T&C’s for the training quotes); another section is construction " T&C’s differ here to the training one but is standard" - have 2/3 options would save a lot of cutting and pasting.
Deposits - In our industry a deposit is required - so to save from tracking 2 or 3 invoices to one PO due to the deposits - it would be really great if a deposit % could be calculated at the bottom of the invoice and then linked to the PO (I hope that makes sense)