Streamlined Quote Creation

• New dedicated quote form page with improved layout and navigation

• Step-by-step wizard guides you through quote creation

• Clear progression: Basics → Items → Relations → Texts → Template

• Faster quote creation with organized workflow

Direct Opportunity Integration

• Create quotes directly from opportunity pages

• Auto-filled information carries over from opportunity to quote

• New Quotes tab on opportunity shows all related quotes

• Seamless workflow from opportunity to proposal

Real-time Document Preview

• See exactly how your quote will look as you build it

• Live HTML preview for instant feedback

• Live PDF preview to verify final document appearance

• Make adjustments and see changes immediately

Better Quote Item Management

• Improved interface for adding and editing quote items

• Enhanced validation to prevent errors

• Better organization and clarity when building line items

• Cleaner item review and editing

Enhanced Opportunity Pages

• New Email tab for tracking opportunity communications

• Better integration between quotes and opportunities

• Cleaner sidebar with quick access to related quotes

• Improved navigation between related documents