It would be great to see Quotes & Invoices directly in the Deals board (similar to the way the old Quotes & Invoices app did) via expanded view and mirror columns. The new Quotes & Invoices is amazing (and much better than the previous app) but it would be much easier to be able to do it from the Deals tab rather than clicking back and forth. Being able to see the invoice number automatically in Deals rather than having to add it manually would be great.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Create invoice directly from my board | 0 | 4 | September 29, 2025 | |
| I have question about Quotes and Invoices view | 3 | 2744 | May 31, 2022 | |
| Service and equipment catalog linked to Quotes and Invoices form | 1 | 281 | March 5, 2024 | |
| See all Invoices/Quotes into Customer Board (Update and Notes area) | 0 | 0 | December 8, 2025 | |
| Quotes and Invoices Flexibility | 0 | 7 | July 28, 2025 |