Auto-Save for Estimates
Autopilot
Merged in a post:
Auto-Save Functionality
H
Hannah Livas
Customers are requesting an auto-save feature similar to Microsoft Word, where changes are saved automatically as users type. This would help prevent loss of information if users forget to click the Save button or if the page refreshes, times out, or encounters an error.
This feature would be especially helpful when creating or editing estimates, allowing progress to be saved continuously without manual action.
Benefit:
Prevents data loss
Improves user experience
Reduces frustration from unsaved changes
J
Justin Beaudoin
I am not sure if this would work for accidental refresh, but for navigation the page could prompt, SAVE or LEAVE before actually going to the next clicked page. That is how it works in QuickBooks.