I would like Salesbuildr to support a bulk export feature for signed quote PDFs. At the moment, signed PDFs are only uploaded to the connected PSA system (such as Autotask), and there is no way for me to export them in bulk directly from Salesbuildr. I need the ability to download all signed quote PDFs at once so I can store them in SharePoint or another external location of my choice, outside of both Salesbuildr and my PSA system.
Consolidated into: Export option for opotuinities section
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Closed
Feature Request
4 months ago
Get notified by email when there are changes.
Closed
Feature Request
4 months ago
Get notified by email when there are changes.