Create Tasks from Quote Modal

The key to converting customer quotes into invoiced revenue?

Timely follow-up.

We're thrilled to introduce a new feature that will amplify your quote-to-revenue conversion success.

As of today, you can create tasks directly from the "View Quote" pop-up modal.

With just a few clicks, when you notice that some items from a quote remain open, you can now create follow-up tasks directly.

You can set a due date for these tasks. Choose from 3 days, 1 week, or use the calendar feature to select a date that best suits your schedule.

This feature is designed to streamline your quote follow-up process, reducing the chances of potential business slipping through the cracks.