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DaynaPrince
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Dayna Prince

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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
90 upvotes
23 Replies
DaynaPrince
Member
January 20, 2023
Ditto, quote defaults for all these. We especially would like default terms PLEASE!
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