Quote | History - View accepted by email/contact name
It would be helpful to be able to track who accepted a quote in the history and notes. The customer could have emailed the quote to another party within their organization who accepted the quote on their behalf and we have no way of showing accountability for this.
Sheila Lopez
shared this idea
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Nick Unwin
commented
This would be great... currently no idea who accepted the quote. Could be one of our internal team for all we know.
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Alanna Fittes
commented
This is critical to follow audit compliance as currently we must outsource to a 3rd party app that shows the approval of quotes clearly. Please improve this feature so that rather than showing "system generated" when a Quote is accepted, list the name of the person. Perhaps the best way to do this is when a customer accepts the quote they must also provide a digital signature. Because quotes can be emailed directly to the customer through xero this would stream line the invoicing process!!