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  1. 207 votes

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    Chris Oswell commented  · 

    We issue quotes to Insurance companies and use the Title and Summary for all the Customer and policy details. When this is changed over to an Invoice all that information disappears. It seems pointless to have the ability to add to a Quote if it all disappears once the Invoice is raised. Please integrate this feature

    Chris Oswell supported this idea  · 
  2. 48 votes

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    Chris Oswell commented  · 

    It is great that all the contact info can be added when entering an Invoice but very frustrating that only the name can be added in a Quote, why are these not set up with the same functionality? Please change

    Chris Oswell supported this idea  ·