Option for us to close quotes rather than just expire or delete. Be able to add notes about why declined
complete
Daniel Rediger
updated the status to
complete
Hey all - we just shipped Pipelines, which allows you to view your quotes on a board view and move them to specific status columns that align with your workflow!
In Addition, you can now mark a quote as "Lost" and choose a reason for why it was lost. This will power future reporting on lost quotes.
J
Jenna Jackley
Daniel Rediger Huge! Thanks!
S
Sip 'n' Swig
Daniel Rediger Great update, thank you