[Archived] QuoteWerks Support Forum - New Forum: https://tickets.quotewerks.com/support/discussions
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brooksiell
QuoteWerks Aficionado

United Arab Emirates
40 Posts

Posted - 12/12/2017 :  07:29:09  Show Profile
Is there a quicker way to preview a quote or an addition of a preview button on the taskbar without going into deliver and then preview

Some times I find it rather annoying to do all that when I go into preview there something wrong with the quote and have to come all out of that to edit

Thank you

MattPrestige
QuoteWerks Genius

United Kingdom
531 Posts

Posted - 12/12/2017 :  08:02:20  Show Profile  Visit MattPrestige's Homepage
You could create a menu option, say on the Tools or (perhaps better) right-click menu.

Right-click -> Preview

See the result here: https://youtu.be/SY1GRU6840E

(The edit menu is the same as the right-click, my right-click menu just went off screen hence me using the edit menu)

It's the same number of clicks, but might be more useful for the sort of thing you're doing?

QuoteWerks MVP for 7 years
Remote QuoteWerks consultancy for companies globally.

matt@prestigequoting.com
www.prestigequoting.com
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