Quote creator is too inflexible

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.

1 Post

User

1Posts

0Kudos

0Solutions

Send Message

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)
The ability to rearange line items
An "undo" option if you accidentally delete a line item unintentionally

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