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dmcal
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Member since ‎Jun 30, 2020
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Dylan McAllister

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romi on April 23, 2019
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in read more
38 upvotes
14 Replies
Member
January 22, 2021
Update: we managed to figure out a work-around for this using workflows (though I think Sales Enterprise is needed for Quote-based workflows). This i...read more
romi on April 23, 2019
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in read more
38 upvotes
14 Replies
Member
January 22, 2021
Update: we managed to figure out a work-around for this using workflows (though I think Sales Enterprise is needed for Quote-based workflows). This i...read more
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