Announcement: Faster quotes

News posted by Pete Jones 3 months ago

Quotes can now be sent straight away, without needing save as draft, then marking as complete.

Create new quote

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When adding a new quote, use the 'Save and send' button to record the quote as complete and preview the customer email with the quote attached, ready to send.

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Edit draft quote

Quotes can still be saved as drafts if required. Just use the 'Save draft' button. When editing a draft quote, use the 'Save and send' button if you are ready to deliver the quote to your customer. Use the 'Save as complete' button to move from draft status, ready for sending or converting to an invoice at a later stage.

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