Quote and invoices now generate QR codes, which can be scanned by a mobile device so that a customer can access them while you or your employees are on site with them.
To do this via the Web Portal, go to Accounts > Quotes > select the Share/Send icon at the right end of the quote line.
Or select the Edit Pen for the Quote > Share button at the bottom of the Quote.
This will bring out a drawer from the right hand side of the screen, where you can select Scan QR.
If you are using the App, go to Accounts > Quotes > select the desired Quote > select the Share button at the bottom of the page > select QR Code.
