Settings and activity
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11 votes
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Alanna Fittes
supported this idea
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174 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
An error occurred while saving the comment Alanna Fittes
commented
it is incredibly important to know WHO accepts/denies the quote and receive a notice when this occurs. Currently, it says "system generated" which means the quote may have been accepted/denied by someone other than who the quote was sent to
Alanna Fittes
supported this idea
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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!!