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SBaumber
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Sally Baumber

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MMT on September 30, 2020
QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide. Feature request Terms and conditions - allowing our company terms and read more
Reply Idea Products and Quotes
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SBaumber
Member
March 15, 2022
These features would save a lot of time and ensure a lot more consistency company- wide
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