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Customize Quotes

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2 Votes Status: Requested
Replies: 2 - Pages: 1 - Last Reply: Mar 11, 2020 4:33 PM by: Paul W
Registered: 11/21/19
Customize Quotes

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
Registered: 6/9/09
Re: Customize Quotes

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

Pages: 1