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Email Quote to Customer has been replaced by an option to Open Email Dialog immediately after the Quote is published.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