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Status Under consideration
Categories Opportunities & Quotes
Created by Jeff Oakes
Created on Nov 6, 2026

RELATED IDEAS

Faster way to start a quote for a small job

Let a salesperson or engineer start a quote for a small or one-off job without first building out a full opportunity, and fill in the opportunity details later.

Today every quote sits under an opportunity, which adds steps for estimators on small jobs.

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