Once the customer has approved the quote, the signed PDF goes to Dynamics. Would you also like to make it possible for the attachment(s) to which the customer has explicitly approved to also go to the same folder in Dynamics? Preferably, be able to set per attachment whether it goes to Dynamics.
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New
Feature Request
[CMP]_Quotes
About 1 year ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Quotes
About 1 year ago
Get notified by email when there are changes.