Zoey offers the ability to create Drafts, which is the option to save an incomplete Order or Quote for completion later. Drafts created by customers on The Zoey Web, and your team in the Zoey Admin, can be seen across the Zoey Web, App and Admin.
Drafts can be converted to either a Quote or an Order. Drafts can also be saved to be used as a template for recurring Orders that are similar in scope, saving time vs. starting an Order from scratch. Drafts can also be named for easier identification of what each Draft is set up to be.
