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Print/Download Quote

Feature Request

After creating a quote, it might be nice to download a quote for personal record-keeping purposes. A simple button labeled “Download Submitted Quote” or something to that effect might suffice. When pressed, a .pdf download would start.

Posted by Phil Council ·
4 comments

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Comments4

  • Phil Council

    •

    Apr 3, 2025

    In addition to this, the option to cancel an active quote after it’s been submitted.

    • Tyler Flagg

      Team•

      Apr 4, 2025

      You should be able to do that already, but I’ll have to test and confirm it’s working correctly.

      • Phil Council

        •

        Apr 6, 2025

        Doh! Okay, I found out how to do it, but it wasn’t very intuitive. The —> arrow might be changed to “Show Detailed Quote” or “Details” or “Show Quote”.. something like that, if you were interested in changing it at all.

        More importantly, when going into the quote to make the cancellation, the pop-up window populated, but the red button (link) would not work. I know you said you’d test it but I got antsy.. Lol.

  • Tyler Flagg

    Team•

    Feb 5, 2025

    Excellent idea