Send Quotes Directly from the New Order Form

What's New
You can now generate and send quotes directly from the New Order Form, making it easier to capture client and agent requests without worrying about whether they'll want just a quote or move forward with a full order.
Why It Matters
This streamlines your quoting workflow by keeping everything in one place—no more switching between forms or duplicating data entry.
Details
Fill out the New Order Form with at least a property address and one service, then click the new Send a Quote button below Schedule or Save
A popup displays the first client and first client's agent info (if already entered) already in the quote window, making it easy to select recipients
Add additional quote recipients on the fly without adding them directly to the order
Quotes still use your existing template configuration
If you have "save quotes as drafts" enabled, that setting still applies
Requires use of the New Order Form (either as your default or one-off)
Watch the walkthrough video | View the Quotes help article | View the New Order Form help article
Timing & Audience
Available now for all users.