I would like to hide some of the editing control fields when users use a quote template - For example, we have defined Terms set per customer, and we don't want the Sales Reps editing them, so I'd like to hide that control from them. Any adivse on h Beitrag ansehen

When generating quotes, knowing who the shipping contact and the billing contact on each order is critical informaiton. Is there a way we can pull the associative tag on the contacts over into the actual quote? This would greatly help the Sales and Beitrag ansehen