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KWells3
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Member since ‎Aug 30, 2022
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Kyla Wells

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Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
105 upvotes
48 Replies
KWells3
Member
December 01, 2022
We need this as well.
Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
105 upvotes
48 Replies
KWells3
Member
December 01, 2022
We need this as well.
rgriss on August 16, 2021
Add "quote link" token in automated email tool
We recently upgraded to sales enterprise. We are using a quote-based workflow. We want to build several notifications: for example, when a deal reaches a stage called "complete", but the customer has not yet paid their invoice, we want to send a r read more
Reply Idea Products and Quotes
36 upvotes
13 Replies
KWells3
Member
December 01, 2022
Hello, I also tried to use the method used by @eterobby but wasn't able to figure out how to find this part of the URL: {{ quote.hs_proposal_slug...read more
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