We want to be able to create a link for some deals in Draft stage but thats currently only possible if the quote is published. So we either:
1. Need to be able to create a quote link for specific quotes in draft stage through a workflow 2. Or be able to push certain quotes from Draft to Published which will create the link we need - again through a workflow.
The reason we need this is because some of our quotes in draft stage are ready to present to the customer so we want to sent them this sample link to preview, which is currently not posisble though a workflow.
Hi there! My name is Hallie, and I'm a Program Manager on the CXM Team. After sharing this with our product team, we feel it would be helpful to have a bit more detail from you all so we can best understand what this would look like. Specifically:
What are some of the general changes that happen when you share a quote to a customer for the first time? In other words, if it's a draft quote, what do buyers usually want to change before it's published?
We'd like to understand more about what “break the automation” is referring to when it comes to your sales process. If there are any specific examples that can be provided, that would be really great!
Thanks in advance, and looking forward to hearing more from you all. 🙂
I agree this would be really useful. In many cases, quotes are ready to share while still in draft, and having to manually publish them breaks automation. Being able to generate a shareable link for draft quotes, or automatically move selected quotes to published via workflows would save a lot of time and reduce manual steps for sales teams. This would be a solid improvement to quote workflows.
Hi there! My name is Hallie, and I'm a Program Manager on the CXM Team. After sharing this with our product team, we feel it would be helpful to have a bit more detail from you all so we can best understand what this would look like. Specifically:
What are some of the general changes that happen when you share a quote to a customer for the first time? In other words, if it's a draft quote, what do buyers usually want to change before it's published?
We'd like to understand more about what “break the automation” is referring to when it comes to your sales process. If there are any specific examples that can be provided, that would be really great!
Thanks in advance, and looking forward to hearing more from you all. 🙂
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