I’m reviewing the roadmap webinar for Q2 2023. I’m very interested in the Time & Budget and invoicing… but as we engage a client, we should be creating a quote…. Can you create a quote in Karbon????
Hi
Many Karbon users use either Ignition or GoProposal for proposal and engagement services during the sales and renewal process.
I’ve heard some whispers that Karbon may be considering a way to move that function into the platform, but I’m not sure it’s happening any time soon.
Hi
I saw the clip on email templates - that could suffice for engagement letters, but the quote is where it’s at - it’s a communication of expectations -
I mainly use value based pricing so I don’t need to collect data/hrs - I simply can’t keep up with tracking hours etc - it’s so tedious! I understand I should adopt the time tracking within Karbon for my internal assessments (that’s another can of worms lol).
I think I’ve come a long way since Nov 2022, when I implemented Karbon, but I still have learning to do - and welcome any chances to do so.
We are in a similar situation, but we use GoProposal right now. I would love to see proposal functionality built into Karbon (when you say Quote, it sounds like it lines up with our proposals).
However, we do mostly time-billed work, so the invoicing and payment processing is more important for us, and I think for the majority of Karbon users, even though we all want to get to value billing, lol. I understand your perspective, however.
I haven’t looked to see if there are feature ideas in for quote/proposal functionality, but I have heard whispers it’s something Karbon wants to do.
We’d LOVE to see fee proposals added to Karbon! it’s the feature we’ve been waiting for
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