Add customer address to desk quotes
gathering votes
D
Daniel Baster
I am writing to request two enhancements to our desk quote printing functionality.
Firstly, we need to display the complete customer information, including their address, when printing a desk quote. This will ensure that we have a comprehensive record of the customer's details, which will be beneficial for future reference and auditing purposes.
Secondly, we would like to have the name of the sales manager associated with the desk quote printed on the quote itself. This will help us to easily identify the sales manager responsible for the quote and ensure accountability.
The current absence of a customer address that matches the customer's ID may pose a problem in the future if our deals are audited for any reason. Therefore, it is crucial that we address this issue to maintain data integrity and compliance.
Thank you for considering our request. We appreciate your efforts in continually improving our systems and processes.
Ed Doyle
YES please!!
H
Hans A.
Yes
E
Eric Johnson
I agree completely, "Yes, please! Need customer address on New Desking proposals. We need this to verify all information (name, address, phone, email, etc.) on the sales floor and confirm everything is correct prior to moving forward to contract stage. Also please add Co-Buyer and Co-Buyer information as well."
N
Nick Kuhar
I agree with the proposed changes.
C
Christian Seymour
In favor
J
James Jones
I agree on this
R
Ryan Reese
Yes. We would like the address added to the proposals so that we can verify everything matches when going into finance.
C
Cameron Hellmuth
Yes, please! Need customer address on New Desking proposals. We need this to verify all information (name, address, phone, email, etc.) on the sales floor and confirm everything is correct prior to moving forward to contract stage. Also please add Co-Buyer and Co-Buyer information as well.
J
Jacob Coleman
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gathering votes
J
Jacob Coleman
Hi Daniel, thanks for the feature request! We'll continue to monitor this for votes, and you'll receive any updates automatically.
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