You can create a draft order/quote for a customer and, simultaneously, create another draft order/quote for the same customer or a different customer. If you’re waiting for more information or confirmation before finalizing an order/quote for a customer, you can create a new draft order/quote with products that don’t require extra information or confirmation and send it right away.

You can easily create multiple drafts by following these steps:

Option 1: There are no current drafts open for my customer

• Select your customer and add products to the cart
• You now have a draft order/quote for this customer
• If you want to create another draft, tap on the ‘Back’ button
• Tap on ‘Orders’ on the top right
• You will see your ‘Document – Draft’ that you have just created
• You can also tap on the funnel symbol on the top right and tap on ‘Drafts’ and then on ‘Done’ to only view your drafts
• To create a new draft, on iOS tap on ‘Add new Draft’ on the top or, on Android tap on the + button on the bottom right

Option 2: You already have a draft for your customer for which you want to create another draft

• Select your customer
• Tap on ‘Orders’ on the top right
• To create a new draft, on iOS tap on ‘Add new Draft’ on the top or, on Android tap on the + button on the bottom right