Quote sharing
A
Amy Tatko
Salespeople need the option to be able to share quotes with customers. I work off an iPad & every time I have to text or email a quote to a customer, I have to have a manager do that. It’s inefficient, please address.
Shelby Parker
Thanks for sharing this, Amy Tatko — totally hear you on how inefficient that is, especially when you’re working from an iPad and have to pull in a manager just to send a quote. This is really helpful context; I’m looping it into our review so the team can take a closer look, and we’ll follow up if we need any additional details from you.