Quotes - Ability to add and edit full contact details while creating a quote
Quotes Need a bit of work, You've just added ability to generate a link - that's great, however, still can't share quote in the app.
While creating a quote for a new customer - you can't add any of their details (but you can if you create an invoice), you have to create new customer first then go back to creating a quote, we have a lot of new customers just walking in.
Often we'll start on an Invoice Page and we can't just change that invoice to quote once it's started. Is it possible to change invoice to quote easier than copying to quote then deleting draft invoice?
Some sort of CRM style tagging/grouping quotes would be handy.
Adam Bresch
shared this idea
Hi Adam, thanks for sharing this idea. We can see how needing to leave the Quotes screen to update a phone number or address interrupts your momentum.
At the moment, the option is to create a basic contact and then update their details from the Contacts menu afterward. While that works, we understand that being able to enter or edit everything in one place would make the process smoother.
I’ve moved this idea to Gaining Support so we can track interest and highlight to our product teams how in-screen editing could simplify the quoting workflow.
Just a quick note — we’re only able to track one idea per post. If you have additional suggestions, please raise them as separate ideas so we can accurately monitor the traction and feedback for each one.
