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SOllerenshaw
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Member since ‎Nov 9, 2021
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SOllerenshaw
Participant
September 07, 2022
Reply to Stop Quote "Recall & Edit" Ability Programatically
Hi @Jaycee_Lewis thanks for the quick response! Shame there isn't a viable solution found yet, would be great to see this option available to u...read more
SOllerenshaw on September 07, 2022
Allow Quotes to be locked manually
I wish to lock a quote manually (via API for my use case) so when the built in eSignatures/Payments are not used, but a custom solution counts the Quote as completed/approved/signed we can lock it manually. If the end user has approved the quote read more
Reply Idea APIs
1 upvote
0 Reply
SOllerenshaw on September 06, 2022
Stop Quote "Recall & Edit" Ability Programatically
Hi there, I'm wanting to be able to stop a Quote having its "Recall & Edit" button available programatically. I can see hs_locked and hs_read_only properties for Quotes, but trying to change them in the Quote API ( https://developers.hu read more
Reply Discussion Deals
0 upvote
2 Replies
SOllerenshaw
Participant
August 26, 2022
Reply to Workflow Enrolment on Quote Recall & Edit and/or Re-Publish actions
Fantastic, thanks mate! I hadn't thought of a "fire off all the time" enrolment trigger. I've got this working checking both "Create Date is kno...read more
SOllerenshaw
Participant
August 25, 2022
Reply to Edit Quote after created
Workflows are missing triggers when an existing quote is recalled & edited, and republished. Please implement this! I have a uniqueid on a ...read more
SOllerenshaw
Participant
August 25, 2022
Reply to Workflow Enrolment on Quote Recall & Edit and/or Re-Publish actions
I have these workflows: Deal Enrolment when <Unique ID Field> is empty, which populates it Quote Enrolment when Create Date is known, wipe &...read more
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