Improved quoting process
Posted by getSoapy on 20th March 2024 in What's New . Last updated: 20th March 2024
We've improved the process of providing cost breakdowns for your customers.
When you create a cost breakdown, it will first be saved as a draft. This means you can make changes, come back to it later, and then send it to your customers when you're ready.
Your customers won't be able to see draft cost breakdowns and won't be sent any notifications until you're finished and share the breakdowns with them.
Additionally, when you're creating a simple estimate, you can choose to disable sending a notification to your customers.
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