Quotes - Automatically add attachments when emailing
We have to disclose certain information when issuing quotes and it would be very helpful if we could choose a template that automatically adds documents to our quotes as instead we have to; create the quote; process it; go back into the quote; attach the files and then send this out to the client. We only have 1 business manager and this is very time consuming for them as their time could be spent elsewhere.
4
votes
Adam McQuillan
shared this idea
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julie bradley
commented
Agree, we are in the same situation, this would be a huge time saver for many Im sure.