Projects | Quotes - Pull through Item description as well as name
In Projects, when we add tasks to the project (pulled from Products and Services) and then Create Quote, the Product or Service name is what imports into the description line in the Quote and not the description from that Product or Service, as it does when creating a quote outside of Projects. Having this consistency makes sense (and is strange that it is not already the default) but it makes creating a quote from projects cumbersome, as the description needs to be added manually.
Molly K Beyer
shared this idea
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Linda Botha
commented
It would be amazing if there was a hover option or quote preview on quotes to get a preview, instead of opening a quote fully on a project. We sometimes have multiple quotes on one job and it would be much easier to preview than open each one on one specific project.