Homepage - Add a Quote widget with "View All Quotes" shortcut.
Many of our customers require a quote before issuing us with a purchase order. The fastest way is to copy a previous quote, and to edit as required to create a new quote. If we could click on a button from the homepage rather than bring up Quotes from the sales list, it would save us much time.
Gail Lauf
shared this idea
Hi everyone, thanks for the suggestion—it’s clear that having a dedicated Quotes widget with the shortcut on the dashboard would make it easier to monitor pending sales and follow up with customers quickly.
I’ve moved this to Gaining Support so we can track interest and give our product teams visibility of how much a dashboard shortcut like this could help streamline your sales workflow.
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Amelia Sykes
commented
This would also be great for me to quickly see which quotes I need to follow up on
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Ashlee Robertson
commented
Would be good to have a QUOTES widget, I use this function as much as I do bills and invoices