The section have 4 lebels, invoiced open decline accepted but decline or accepted are not possible to be choosen from each quote in any part there are not buttons to assign the status. For data analysis that is a big indicator. at same time accepted and invoiced have a different timing very useful to capture for get better the admin. And the decline lebel help clients and force sales to conclude the sales process decently and in a good way having this future up reinforce the quality of the service and tool.
2 Comments
- Status changed:NewtoOpen
Hey Mar8
Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.
I'd like to at least be able to mark a quote declined to stop it appearing every time I go to start a new invoice for that client, instead of deleting the quote and losing all record of it.
