Help us improve

Quote category to be displayed within the customers account along with total quoted and won.


Within the quotes page you can see the list of all quotes created along with a selected category, draft, sent, won etc, can you add the option of seeing this within a customers account, at the moment you can see the quotes created for that specific customer but no indication of won lost etc. Also a total amount quoted and won etc would be nice along side the total invoiced on the right-hand side.
  • Andy Flight
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Andy, Thanks for your feedback. The categories you mention are only in the system as labels and do not currently flow into other areas of the app. it would involve quite large scale work to actually build these into other areas of the app but if the feature is highly requested we can certainly look into it.
  • Attach files