I understand the new Quotes and Invoices is still in Beta testing, but wondering if anyone else has access and noticed this week a massive step backwards in function. The template now allows far too much customisation on each quote, the drop down that you used to be able to pull account information from is now mid way down the page, and allows for you to easily overwrite. I have raised this all with Monday but am wondering if I am alone in this experience
I second this. Also I don’t understand that a quote can’t be transformed to an invoice of that an invoice can’t be based on a quote. Normally a client accepts the quote, so you then send an invoice based on that quote. No you have to choose all quoted items again.
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I don’t understand why you can not edit a quote and once you open a new quote if you X out and no not save it will still store in the Quote section and it takes up the next number in the naming convention. Having the ability to go back to something if you don’t have the time to complete it in one go would be beneficial. Or if you make a pricing error having the function to amend the quote rather than starting again.