cp5
6 months agoUser
The quote generator is extremely limited. It would be much more useful if you could:
- Add line items at any point as you can when creating an invoice
- Add lines that are not accounting items (like a section heading to group quote items under, or a solid line to divide the quote into sections, or a free form block of text to introduce a section of the quote
That would make the quote creator a useful tool that would help to win jobs rather than just an invoice with "quote" written on it. Quoting is part of the sales process and therefore needs to be treated as such, which means flexibility and presentation that will help win the project, make the sale etc