Quotes - New Status for quotes on hold
In addition to the existing quote tabs, add an On Hold status. It does not need a separate tab. The quote can stay on the Sent page with a clear visual indicator like a dot, icon, or color tag showing it is on hold. This would cover quotes that are not ready to proceed or are conditionally approved but not fully approved, without marking them as accepted. Although the notes section is quite handy, I believe having some sort of visual impact will increase the users' efficiency. :)
Stephanie Louison
shared this idea
Hi Stephanie, thanks for sharing your idea, and letting us know the changes that matter most for you. We understand the need to have an on hold status or pending status.
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