Enter a Quote without having to add a customer for accounting-synced Web Portals

5 votes

There are a number of occasions where I am providing a quote to a prospect and do not want to enter them as a customer. Is it possible to have an option to enter a quote without providing a customer name?

Solved Via Work-Around Web Portal Suggested by: Preston Upvoted: 05 Feb, '21 Comments: 3

Comments: 3