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jvandervoorn
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Member since ‎Jan 11, 2018
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Jules van der Voorn

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Activity

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
39 upvotes
14 Replies
jvandervoorn
Participant
September 01, 2021
I'm desperate for this feature. I need to set up a reminder email to send before a quote expires and there's currently no way to add a "click here to...read more
llegault on June 10, 2021
Use a Quote-based workflow to send reminders for signing a quote
In a Quote-based workflow , you can enroll quotes when they are created, use actions to send emails to contacts, and include delays between sends. Plus, the quote can auto unenroll once the quote has been signed so the emails stop sending. It read more
Reply Discussion Workflows
6 upvotes
8 Replies
jvandervoorn
Participant
September 01, 2021
How do we add a button or link to the quote?
FransLeys on April 27, 2021
[Data Sync Request] Microsoft Business Central
PieSync supported syncing Microsoft Business Central. You can keep using PieSync through 2021, but in the meantime we're checking if we need to prioritize turning this into a data sync app? Please upvote! Thanks.
Reply Idea Piesync
26 upvotes
22 Replies
jvandervoorn
Participant
May 26, 2021
Looking forward to trying this when it gets released. Feature request - We would love to be able to sync sales data back to deals from Business Centr...read more
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