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HapticSoph
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Member since ‎Jan 3, 2020
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Sophie Malone

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HapticSoph on August 23, 2021
Issue downloading quotes
Any time you make a quote, if you want to download it you have to refresh the page 3 times as it states "there was an issue downloading your pdf at this time" every time until the 3rd attempt. It may only be a small issue but it takes up a lot of ti read more
Reply Idea Products and Quotes
7 upvotes
0 Reply
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HapticSoph on March 01, 2021
Searching by quote reference number (not Deal ID)
I don't understand the point of the reference numbers in quotes. You can't search for them and often a customer will reference this when ordering or asking to see a previous Invoice. Is there a way to search for this or replace it with the Deal ID? read more
Reply Discussion Deals
10 upvotes
1 Reply
AlexHodgson on April 16, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
Reply Idea Products & Quotes
147 upvotes
63 Replies
HapticSoph
Member
January 03, 2020
Definitely need this, the sooner the better! And the ability to add part codes - this is essential! Update: Even though you can now add part code...read more
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