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Athomlinson
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Member since ‎Oct 23, 2023
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Anna Thomlinson

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Athomlinson
Member
July 07, 2024
Reply to quote based trigger for "published"
This is a good suggestion above, but is still not ideal for small companies who do not need approval steps. I'll look into whether we can have the pe...read more
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Athomlinson on July 04, 2024
Creating an automation from a quote status being changed to published
In our sales team, we want certain people to be informed when a quote is published, and to set up automation reminders from the publication moment. But, when I look in automations, there seems to be no Status = Published. Am I missing where to s read more
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Athomlinson
Member
October 23, 2023
Reply to Associate existing quote to a different deal
Disappointed to see that this discussion has been going for 2 years and still no solution has been provided. Adding my request for this feature too, ...read more
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