Quotes - Attach PO to approved quote
PO to approved quote. My customers want to add their PO number and possibly an attachment upload to an approved quote when they select approve on the link. This should be very simple to fix. Also, then this would give us more capabilities in the approval process by allowing documentation to be added to the quote directly from the customer. This way it will tell me when I invoice them what PO was on the order. Also, they were asking for a place to put notes as well. They have notes on a reject but not approve.
Dennis Seyersdahl
shared this idea
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Bradley Wheeler
commented
I have a few customers who are very granular with their POs. If they could attach them to each quote at the time of acceptance, it would save both sides a lot of time because I wouldn't need to ask them "what PO goes to what quote" after the fact, and then attach them myself.
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Dave Carr
commented
yes would help our customers and streamline process
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Samuel Baker
commented
This should be so easy to add, it would also be good to make this a required item when they accept.