11 21, 2021 5:47 PM
It would be great if I could load data from the CRM that is not directly related to the quote data.
E.g. I've a client which would like the billing contact details added to a quote, this person beign a contact of the sales persons company.
MIght be a nice feature also if someone wanted to add a "you might also like" module to a quote based on what a person has ordered.
Regards
Jonathan
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