Trying V5 for the first time and I’m surprised by the effort it takes to create a quote. Here’s the steps in each version:
V5:
- Click “+” to create a quote
- Enter Details on the Details tab
- Click the Items tab
- Click “+” to add an Item
- Pick an item in the list (most of my items are custom & not in the list), or:
- Click “+” to create an Item
- Enter Item details & click Done to add to quote
- Repeat to add additional items
- Save quote
V4:
- Click “New Quote” button
- Enter Details in quote header
- Enter Items in body (existing or custom items, doesn’t matter)
- Save quote
In V5 I have to move all over the screen, clicking through tabs and create “+” buttons. In V4 it was all in one screen and I could tab through the entire form. Am I missing something - is there an easier way to create quotes that I’m not seeing?
