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'Create quote' button on customer overview page

News posted by Chris Storey 6 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.

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This feature was added following a customer request on our Ideas page - thank you to Daniel Dainty for this.

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