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MDeacon5
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Member since ‎Oct 5, 2023
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Mark Deacon

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MDeacon5 on March 04, 2024
Show Quotes in Company Record
It would be great if we had the option to add 'Quotes' as a section in the right side bar in the Company Record so we can see all quotes associated with the company. This saves us time having to go into each deal to see what the latest Quote the read more
Reply Idea Contacts & Companies Products and Quotes
30 upvotes
8 Replies
MDeacon5 on February 22, 2024
Allow Super Admin to approve quotes even if not set as approver
It would be great to allow Super Admin (or other approved people) to approve quotes even if not set as approver as if the 'approver' is away for the day or on leave, it currently roadblocks teams from being able to issue quotes without having to man read more
Reply Idea Workflows
1 upvote
0 Reply
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