KjellRuiter

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Kjell Ruiter

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ABishop on February 05, 2021

Admin management of user email signatures

We currently don't have a company set email signature. I want to set that up and I designed what I want it to look like with the HubSpot tool. However, there is no way for me to make a template for my team to fill in their information but not touch read more

Reply Idea Account Settings Connected Email Users & Teams & Permissions

31 upvotes

14 Replies

KjellRuiter

Member

June 08, 2021

I think it would be great if a company could set a default signature for each user and then take the account information from the account such as pho...read more

adamperri5 on August 21, 2019

Notifications for Quotes upon payment

Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way read more

Reply Idea Products & Quotes

46 upvotes

24 Replies

KjellRuiter

Member

February 11, 2021

it would be helpful if you could see back in the account at a property when the customer signed the quote

CCIlumia on June 12, 2018

Customize Quote template/appearance

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks

Reply Idea Products & Quotes

884 upvotes

434 Replies

KjellRuiter

Member

February 03, 2021

Hi, For us it would be a useful to be able to edit the modern quote in the beta. In this the signing process is better and you can do this in 2 d...read more

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