La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
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.
Any updates on this, or has anyone found a workaround?
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