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quote•hapily

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      • Bundles
      • Templates
      • Rules
      • Price Books
      • Approvals
      • Quoting
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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

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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in progress

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