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PErschler
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Pascal Erschler

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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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PErschler
Member
May 24, 2023
Yes, it should be integrate....Strange to put the tax manually on each quotation...on this kind of software. 😒 ...very poor
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