What is the problem you are trying to solve?
The current system automatically fills in the Quote Name/Title using the customer name and date, which restricts structured and recognizable quote management. It would be beneficial to customize the title based on personal preferences rather than the default format.
In your mind, what does the feature look like?
The feature would allow customization of the Quote Name/Title auto-fill settings, potentially through a Quote Template. Users could set up templates to apply desired naming conventions automatically when creating a quote.
If this idea is implemented, what is the long-term benefit to your business?
Standardizing titles with Quote Templates will ensure consistency and recognizability, especially for various quote types like contract renewals (like NCE) and Microsoft Customer Agreements. This enhancement will improve efficiency and user experience.
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New
Feature Request
[CMP]_Quotes
Over 1 year ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Quotes
Over 1 year ago
Get notified by email when there are changes.