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bsstaveley
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Member since ‎Jun 25, 2019
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Ben Staveley

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avernon91 on October 15, 2018
Editing Quotes after publishing
Editing Quotes after you send the quote to a customers is currently not possible. I find this kind of ridiculous, as people negotiate. People change their minds and have to remove items to fit budgets or change line item descriptions etc... Why read more
Reply Idea
22 upvotes
7 Replies
bsstaveley
Participant
June 26, 2019
Editing a published quote would be handy, but technically I think to allow the ability to clone a quote which results in a new one but with all the s...read more
dscalisi on May 23, 2018
Default terms for Quotes
Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.
Reply Idea Products & Quotes
91 upvotes
35 Replies
bsstaveley
Participant
June 25, 2019
I agree also, we have a google doc with the terms stored that our reps paste into the purchase terms each time they need to create a new quote. A def...read more
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