"Create Quote" button on the Customer's page

Idea suggested by Daniel Dainty 11 years ago

Can we have a "Create Quote" button on the customer's page please?

Then we can invoice from this, which is great, but at the moment the "Create Invoice" button is handy but a little premature

Thanks,

Daniel

Implemented
customer
quote
workflow
CreateQuote
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3 Replies

Hi Daniel,

This has now been added:

file

11 years ago

Hi Daniel,

That seems like a very good idea and one which we could certainly look at adding in the future. As you say you have the 'Create Invoice' button already there and you can also convert a quote to an invoice. But there is no button within the Customer's profile to allow you to create a quote as yet. As with all our ideas the more votes and support it receives the more likely it is to be implemented sooner by our developers.

Thanks

Chris

11 years ago

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