Under type have a Quote and/or bid/estimate/proposal option. I currently use the "Other" label but it is limited because I can't put a Quote number. Extra credit would be being able to tie invoices to the quote. Then if I could publish the quote to quickbooks, and then publish the attached invoice so that i could pay the invoice and see how much is left on the proposal, that would be next level.
Ty Chapman
supported this idea
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Under type have a Quote and/or bid/estimate/proposal option. I currently use the "Other" label but it is limited because I can't put a Quote number. Extra credit would be being able to tie invoices to the quote. Then if I could publish the quote to quickbooks, and then publish the attached invoice so that i could pay the invoice and see how much is left on the proposal, that would be next level.