PREVIEW a quote before locking it in
As an Outside Sales Rep, I meet customers in their home. I'm selling a product that is over $10k per deal. I'm trying to get 100% digital. I'm trying to use the quotes tool. I logged another idea to add products and quotes to the App, but ALSO, there doesn't appear to be a way to preview the quote so I can SHOW the customer the quote. I have to log in through a browser, but when I get to the final stages, I don't know (yet) if the customer wants to agree to buy or not. In order to ask for the order, I should be able to SHOW them the quote. I can't finalize it yet because we may still need to negotiate. I can click "Save" but there's no mechanism to show the quote to the customer.