Forum Discussion

boardwalk's avatar
boardwalk
Contributor 2
2 months ago

Fix Quote UI

Can you all fix the Client Quote View?

It would cause less confusion if optional line items were marked as "optional" as seen in the admin view and if those options were also offset to the right, as seen in the admin view.

Not having these two simple things makes those items not seem "optional".

 

  • jade's avatar
    jade
    Jobber Support Team

    Hey Boardwalk, thanks for the suggestion. From the client's view, the line items do indicate that they are "Not Included," but I think having the words "Optional" would be beneficial as well!

    I have submitted this feedback to our Product Team; thanks for sharing it. While I can not guarantee updates, we value our customers' feedback so we can continue to improve. 

  • Roger's avatar
    Roger
    Contributor 3

    Additionally, include a line such as "Click here to add this item to your service" or something similar to remind the client to select the item to ensure it is completed by the company.