Quotes section - workflow

Idea suggested by Adam Elliott 6 years ago

Is it just me, or is the Quotes system just a bit wrong?

Couple of things that get me...

When I create a new quote, I don’t want to only be able to save as a draft - I want to be able to save it ready to go

If a quote goes ahead, I click accepted - makes sense. Odd however, that accepted is after invoiced in the sub menu? When I then click invoice I effectively then go back a step?

Maybe it’s just me, but I can’t quite get my head round it

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Hi Adam,

Thanks for your feedback.

This has been raised with the development team to be reviewed.

6 years ago

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