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Bundles (5)
Templates (7)
Rules (14)
Price Books (15)
Approvals (7)
Quoting (24)
Reporting (1)
Quote Template Attachments
On occasions, we'd like to allow our customers to submit their purchase order onto the quote itself rather than using the form to capture the PO number.
2
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in progress
3
Prompt User Outcome
When a certain set of conditions are met (ex: discount exceeds a certain value) prompt user to fill out a field/fields (like "discount reason") to proceed with the quote.
4
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3
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