Optional Internal Notes Field

Current State:

The internal notes field appears on every quote by default and occupies significant screen real estate, even when not actively used by sales teams.

Requested Enhancement:

Add a toggle option in account settings to hide/show the internal notes field on quotes, with the ability to re-enable it later if needed.

Business Justification:

Streamlines quote interface for teams that don't use internal notes
Reduces visual clutter and improves focus on essential quote elements
Saves valuable screen space, particularly on mobile devices
Maintains flexibility for future use cases without permanent removal

User Experience Impact:

Cleaner, more focused quote creation interface
Faster quote navigation with reduced scrolling
Better mobile experience with optimised screen usage
No disruption to existing workflows for teams actively using the field

Consolidated into: Add attachments to an opportunity

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Upvoters
Status

Closed

Board
πŸ’‘

Feature Request

Tags

[CMP]_Quotes

Date

7 months ago

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