Settings and activity
2 results found
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518 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
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Jennie Evans
supported this idea
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81 votes
Hi team, we appreciate the interest being able to see the information that is most important to you or a specific user from the homepage.
Our product teams are paying close attention to the feedback and what would be most useful to our customers as they continue to develop this experience. Being upfront, Purchase orders widget is not in the roadmap atm, but we will be sure to share of there are any plans made for this, here.
An error occurred while saving the comment Jennie Evans
commented
having both purchase orders and quotes visible on the dashboard would make it so much easier to keep on top of what needs chasing/invoicing - please make this happen!
Jennie Evans
supported this idea
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yes, please look at implementing this. It is just as important to follow up on quotes as it is to follow up on invoices - this functionality plus visibility on the dashboard would be great