Our Draft Quotes feature gives you the ability to save a Quote during the Quote Create process to come back to them at a later time.
What’s new:
Quote Create now offers a ‘Save Draft’ button to save the Quote as a Draft
Only a Person is required to Preview Quote or Save Draft
Clicking Save Draft will redirect to Quotes > Draft Quotes to keep you on the current Draft.
A Draft Quotes section has been added under the Quotes tab to access the saved Drafts
Acceptance and Payments settings can now be modified on a Quote-by-Quote basis (barring User Type permissions)
New sticky footer to easily Preview, Save or Publish your Quote without having to scroll
What’s changed:
Email Quote to Customer has been replaced by an option to Open Email Dialog immediately after the Quote is published.
Create Quote button has been updated to Publish Quote
Child Items are now added to the Quote just like Parent Items, with full flexibility to set quantity, edit, etc.
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