Sometimes you have to step away from your work or get more information before you can move forward. Maybe your client needs more time to decide. Whatever the reason, Lucie makes it easy to save your progress when creating a quote.
How to save
Saving is simple, but not automatic. Click on the notice in the upper right of the page that says, “Quote not saved”.
In the pop-up that appears, enter the first and last name of your client in order to save the quote. You can add their email address and phone number, but it’s not required.
Hit Save Quote, and you’re done.
Need a hand? If you hit a hurdle along the way, we're here to help — just submit a ticket here.