When a customer calls in and wants a quote for a service job there is no functionality today where you can send an e-mail confirmation from the system as you can with the sales order confirmation and the purchase order confirmation. Even though the headline over the button "Print" is called "Print/Ship".
The process for being able to quickly quote the customer is made harder because they then have to download the PDF, save it and open an e-mail to then add som text and add the PDF and send it. They also have to keep in mind the e-mail to the customer.
My suggestion is to add a send button on the service quote and the service order to be able to send the PDF from the system directly.
Comments
In this process my suggestion would also be to ofcourse add service quote/service order in document layouts on the customer. :)
Category: Service Order Management
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team