Email and Text a proposal with one click
gathering votes
J
John Harrison
When going to share a quote it would improve the experience to have an Extra button Print/Email, so both tasks can be completed, rather than going out and back in and it also puts too many copies in customer file
P
Paul Alvarado
I agree.
J
Jacob Coleman
updated the status to
gathering votes
J
Jacob Coleman
Hi John, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
J
John Harrison
Jacob Coleman Thank you
Shelby Parker
Hiya John Harrison, thanks for this post! I have a few more questions for you:
- Can you provide more details on how often you need to use the Print/Email function?
- Are there specific scenarios where having the Print/Email button would be most beneficial?
- Can you elaborate on the inconvenience caused by the current process of going out and back in?
J
John Harrison
Shelby Parker I pencil as many as 10 deals a day, and some are done multiple times. The issue is that we need to email to customer and also print it out. and as soon as you choose one of these functions it throws you out. It could be rectified by not throwing you out