Quotes section - workflow
Idea suggested by Adam Elliott 2 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