Currently, in the quote module, generating quote documents is only technically possible when the quote is sent. This means that employees cannot review the details and final layout of the documents in advance or coordinate with colleagues. Especially in complex B2B processes, where quality assurance and coordination are essential, this causes unnecessary sources of error and additional effort.

Specific Improvement Proposal:

The function for generating quote documents (e.g., PDF) should be decoupled from the sending process.
It should be possible at any time—at the latest after saving the quote as a “draft”—to create, download, and review the final quote document before the quote is actually sent.
Optionally, a release workflow can be integrated, allowing, for example, the sales or back-office teams to approve or comment on the documents before they are sent to the customer.

Added Value and Benefits:

• Checkability: Employees can internally review quotes in advance and prevent errors in content or layout.

• Transparency: The final document is visible for parallel approval processes before it is sent.

• More Efficient Processes: Reduces returns, customer queries, and deletions due to faulty quotes, saving time in daily operations.