Contacts - View accepted Quotes
When you view a contact, you are able to see outstanding invoices and quotations from this contact. But it will be helpful to see quotations that have been accepted by this contact to make invoicing easier.
3
votes
Shihao Chia
shared this idea
Hi community, as shared in my last update you can view both draft and accepted quotes from the Activity on a Contacts record.
I've attached an example I created in the demo co. 🙂
