Whilst I like some of the functionality you get from Quotes, like the ability to generate invoices straight from the Quote, it does fall short in many ways, like to stages, reporting is poor and the quote is very basic, which isn't so good when sent to clients.
I was hoping to import from a CSV, or via an API link, an there has to be a way.
Whilst I like some of the functionality you get from Quotes, like the ability to generate invoices straight from the Quote, it does fall short in many ways, like to stages, reporting is poor and the quote is very basic, which isn't so good when sent to clients.
I was hoping to import from a CSV, or via an API link, an there has to be a way.