Member since ‎Oct 23, 2023
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Anna Thomlinson

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jlin2045 on June 14, 2023
It would be nice to have the option to trigger a workflow based on if a quote has been published or not. We are trying to tie this to "deal stage" and have the stage listed as "quote issued" automatically.
12 Replies
July 07, 2024
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 more
Athomlinson on July 04, 2024
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
1 upvote
2 Replies
Rangrachel on June 03, 2021
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
71 Replies
October 23, 2023
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, more
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