Settings and activity
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3 votes
Hi Adam, thanks for sharing this idea. We can see how needing to leave the Quotes screen to update a phone number or address interrupts your momentum.
At the moment, the option is to create a basic contact and then update their details from the Contacts menu afterward. While that works, we understand that being able to enter or edit everything in one place would make the process smoother.
I’ve moved this idea to Gaining Support so we can track interest and highlight to our product teams how in-screen editing could simplify the quoting workflow.
Just a quick note — we’re only able to track one idea per post. If you have additional suggestions, please raise them as separate ideas so we can accurately monitor the traction and feedback for each one.
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Justin Teixeira
supported this idea
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An improvement to the quoting workflow that would significantly improve efficiency.
Currently, when creating a quote, we are required to first create a contact before we can enter any customer details such as address, phone number, or email. This adds unnecessary steps, especially in fast-paced environments where quotes need to be generated quickly.
Suggested improvement:
Allow users to add customer details directly within the quote screen, including:
Customer name
Phone number
Email
Address
With the option to:
Automatically create a contact in the background, or
Save the details only for that specific quote
This would streamline the quoting process and reduce friction when dealing with new or once-off customers.
For businesses generating high volumes of quotes, this change would save a significant amount of time and improve overall usability.