It would be much more effective for us to have the Template & Details page of the quote creation process at the beginning rather than the end. When creating a quote, these are the first things that we need to set (particularly the template and quote name). It can be confusing to have the wrong template or quote name being used throughout the process. At a minimum, being able to click the creation stages at the top to jump directly to that stage would make a huge difference. It is very cumbersome to have to click back and forth through all the stages when making edits.
Hi - I’m the product manager for Commerce Hub Quotes and wanted to update this now that Commerce Hub Quotes allows you to select a template on quote creation!
Hi,
That’s great news, but I’m not seeing that in our system. Is there something we need to do to activate this feature?
Thanks