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Status: Idea Submitted
MStewart76
Submitted by on ‎Feb 23, 2022 10:23 AM

Automatically Add Quotes as PDFs to Deals

It would be great that when a quote is signed, that it is saved as a pdf attachment on the deal itself automatically. 

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6 Replies
tobiaspasma2
Participant
‎Feb 28, 2022 2:39 AM

Good idea, logical feature!

CDunham-Wilkie
Contributor
‎Feb 28, 2022 4:43 PM

Great idea - this would be useful!

courtney_hickey
Contributor
‎May 30, 2022 3:07 PM

Yes, also would be nice to access Quote as a personalization token type when creating a Conversation Template where I could then create a template with the Quote as PDF link directly in the email. Right now this is only accessible through Marketing email template.

EVanHool
Member
‎Nov 2, 2022 5:49 AM

Would like to have this feature implemented as well 

AShahoseini93
Participant
‎Aug 14, 2023 6:31 AM

Great Idea. Upvote!

ed-K
Participant
‎Jul 18, 2024 3:22 AM

we need this as well, please implement asap! 🙂