Saving Draft Quotes

Saving Draft Quotes

Category: Quotes

Summary: Save work in progress and come back later.

Step-by-step instructions

  1. Click 'Save Draft' at any time. BenchFlow also autosaves periodically.
  2. Drafts appear in Quotes filtered by status 'Draft'.
  3. Drafts are not sent to the client until you create and send a Proposal.
  4. Drafts can be duplicated, deleted or converted to a proposal at any time.

Common issues

  • Lost work — check the most recent autosave; if missing, contact support@benchflow.app.

Related articles

  • Creating Your First Quote
  • Creating a Proposal

Likely search phrases

  • draft quote
  • save quote
  • autosave
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