We have fields on our quotes that require information from the client during the quote acceptance phase (checkboxes next to terms, secondary address (if there is one), single line text fields, and a few multi-line text fields). It would be VERY helpful if we could add fields to the quote template builder that the client fills out during the signature/acceptance phase.
Even better would be assigning specific contacts added to the quote to fill out (or be allowed to) fill out the fields.
The filled out fields should appear on the signed quote.
Is there any update on whether or not this is in their product roadmap? 😫
Debe ser un usuario registrado para añadir un comentario aquí. Si ya está registrado, inicie sesión. Si todavía no está registrado, hágalo e inicie sesión.