Search Quotes by Product or Item Code
It would also be incredibly helpful to have the ability to search quotes by product or service item. Many businesses need to quickly reference past quotes for specific products, and not having this functionality creates extra manual work.
This could be implemented in two ways:
• Adding quotes to the product history so that the product record shows all related bills, invoices, and quotes, or
• Enhancing the quote search bar to allow searching by product number or item code.
Either option would significantly improve efficiency for product-based businesses.
Amber Allensworth
shared this idea
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