1

One click email quote to customer as PDF

I would expect it to be a standard process for a CRM to send quotes to clients via email through the CRM. I understand we can download a quote as a .docx word document. But then we need to convert to PDF, create a new email, attach the PDF, write some email content and press send. Which isn't re...

Read more...

0 Comments

Read more... 0 Comments

Category: Quotes / Orders / Invoices (2)

STATUS DETAILS
New
0

Better messages for duplicate quote revise

Actually, when a active quote is simultaneously revised by 2 users, one of the users get a default duplicate detection message. The users should better get a message like: "Another user just revised this quote - your operation is cancelled."

Read more...

0 Comments

Read more... 0 Comments

Category: Quotes / Orders / Invoices (2)

STATUS DETAILS
New