'Create quote' button on customer overview page
News posted by Chris Storey 5 years ago
We've recently added a Create quote button on the customer overview page, speeding up the process of sending quotes to your customers. Previously there was a 'Create invoice' button here, but we now have a drop down menu allowing you to also choose between both options.
To find this feature, go to Sales > Customers and select from your customer list.
This feature was added following a customer request on our Ideas page - thank you to Daniel Dainty for this.