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Instead of customers creating 10 quotes with small changes, what about one with revisions saved?
Planned
This would not only clean up the lead page within IO, but would allow for much more accurate reporting at the end of the year.
Additionally, having 'saved revisions' available would eliminate the possibility of royally screwing up a large quote (we've all done it). You could easily un-do screw-ups or go to a previous version for any reason.
Thoughts?
I like this idea
Great idea! We've been contemplating ideas on this for a while, so I appreciate the suggestion. Hoping to get something improved regarding this before next season. I'll add this to the notes on this task.
Great idea! We've been contemplating ideas on this for a while, so I appreciate the suggestion. Hoping to get something improved regarding this before next season. I'll add this to the notes on this task.
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