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Status Future consideration
Workspace Case Management
Categories Goods & Services
Created by Guest
Created on Apr 27, 2022
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit ARRANGE-I-21 Create a Draft or Quote of a Contract.

Create A Quote Option Merged

There are many families that ask for an estimate or a quote for a funeral service and being able to quickly compile that information in a non case related fashion would be very helpful. Ideally it would be beneficial to click Create, and within the case type options there would also be an option to draft a quote or estimate that wouldn't be related to a case, or require decedent information but would serve as a way of quickly creating, downloading, printing, and sending an estimate to families upon request.


It would be great if it had it's own window or page within Passare so that you could create (from a form that's specifically used for the quote/estimate) and either save or download (maybe save to the download center) the estimate for review after sending.

  • Holly Stammis
    Reply
    |
    Apr 28, 2022

    Yes...Create "quote". Then somehow copy or convert it into an at-need case when/if you get the call.