Removing creditor from quote
Currently when adding a creditor to the quote request there is a "X" next to them but once the quote request has been sent you can not clear this creditor without cancelling the whole job or approving another quote. I have an instance where multplie contractors are not able to attend to quote on a job and I can clear them off the quote request which now has 7 creditors attached to it. If the creditor advises they can not quote on the job there should be an option to cancel that creditor off the job.
Tash Williams
shared this idea
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Becky Ross
commented
I have had the exact same experience with the quotes! By the looks nothing has been updated regarding removing creditors who are unable to quote for whatever reason once a quote request has been sent.
It would be amazing to have this rectified as now we are resulting in separate quotes to each tradesperson this pushes our number of jobs in the system up and can get confusing to navigate if one of my admin team is having a look for a client.