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Customize Quotes

Status: Requested 2 Votes
CWV
Mar 6, 2020 7:01 PM
Joined Nov, 2019 47 posts

Would be great to be able customize(edit) a quote as you are creating it. For example, the ability to add pet fees, add discounts, or other concierge fees. I believe, currently you have to save the quote, go back to from the quotes tab, make the changes, save it again then send it. If there is a more efficient way - I missed the training part.

Paul W
Mar 11, 2020 4:33 PM
OR Team Member Joined Jun, 2009 718 posts

Nope, that's correct - you have to save and then edit the charges after the fact. Thanks for the suggestion.