Settings and activity
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103 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
An error occurred while saving the comment Graham Lane supported this idea ·
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5 votes
An error occurred while saving the comment Graham Lane commented
When creating an email to send to a contact the URL for an invoice or quote is long and “untidy”. Introduce the word “Link” that is associated with the unique URL to improve the appearance of system generated emails.
Graham Lane supported this idea ·
Initial Client engagement often starts with a Quote so it makes sense to be able to view the sales pipeline alongside billing and associated spend.