Project Quotes

I create a lot of project quotes that include both design and home renovations for my clients. My suggestion is to have an option to save all your imported item names, descriptions, and pricing so that you don’t have to start from scratch each time you create a quote. For example, I typically paint 99% of my clients homes, and it would be nice to be able to click saved line items that I have previously used, such as interior paint, and add that to my new quote, adjusting it as needed. Building out a quote from scratch each time is very time consuming, especially if you have multiple line items.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

Over 1 year ago

Author

Samantha Quinlan

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