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26 votesNicola Wall supported this idea ·
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37 votesNicola Wall supported this idea ·
An error occurred while saving the comment Nicola Wall commentedQuotes - Add contact information.
It would be really good and time saving if there was the ability to add contact details on the quote screen. At the moment if it is a new contact, once I have done the quote and saved it I then have to open up the contact and select add details.With a new invoice all this can be done from the invoice screen, much more sensible and time saving. I have to compile a lot of quotes for new customers and it is a real inconvenience having to either set the contact up as new first or wait till the quote is done and saved and click into the contact and select edit/add details. If it can be done for invoicing then surely it can be done for quotes.
I used to be able to click "approve & print" and it would open a PDF to print but now it downloads it instead so I either have to acknowledge a message, wait for it to download and click on it to open before printing and then clear out my downloads file at the end of they day or approve it, then click preview, wait for it to display then print. There was always an option to download if needed but now you have taken away the ability to quickly print adding time to the whole process - please put it back to what it was or give us an option to print in one click. This is a backwards move.