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Status Under consideration
Categories Opportunities & Quotes
Created by Leigh-Ann Boland
Created on Nov 10, 2026

RELATED IDEAS

Quote tabs should follow the order users actually build a quote in

The quote navigation opens on Overview, followed by Quoting, Drawings, Service Plans, Subscriptions and Review. New users don't know where to start, because that order doesn't match how a quote gets built.

Suggested order, following the quoting workflow:

  1. Quoting (Bill of Materials)
  2. Drawings
  3. Subscriptions
  4. Service Plans
  5. Overview, including Scope of Work, Proposal Analytics and Files
  6. Review

That walks users through it step by step: add items or place them on drawings, add recurring services, then write the scope of work and review everything before sending the proposal.

Vote and comment if your team would benefit from a guided quote workflow.

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