Using SageCRM and Accpac integration. It would be nice to add an email quote button to the quote screen so that you can email a quote to a company instead of having to print the quote to pdf then enter another screen to email document to contact.

by: Terry G. | over a year ago | Customer Mgment (CRM)

Comments

• I agree 100%

  by: Matt T. | over a year ago

• Agreed

  by: Ryan G. | over a year ago

• Vital

  by: Mary O. | over a year ago

• Yes, this is a great idea!

  by: Will B. | over a year ago

• It will also be great if this Quote is saved as a document attached in communications in CRM

  by: Derick P. | over a year ago

• Agree, except we should have the option to select which email address or person we want to send the quote to by email, and not just the default email address.

  by: MAGGIE D. | over a year ago