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Quote: Make it clear when a quote is processed and closed in Autotask

Feature Request

When you open a quote in Salesbuildr, you can't see if it's already processed.
Make it visually clear when a quote is processed and closed in Autotask

Jira: TN-4603

Status: Done3 comments

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Comments3

  • Victor Raessen

    Team•

    Mar 10

    **TIM DOBIE** (2023-05-03): Great suggestion !! This would be very useful.

  • Victor Raessen

    Team•

    Mar 10

    **Frank de Ruyter** (2023-02-14): Adding an "additional" (supplementary) STATUS/Marking that can only be entered by a Salesbuildr Admin/User on an Approved quote, so that this quote is processed within PSA. This ensures that in the overview of Quotes, you can clearly see: Which ones still need to be processed Which ones have been processed/completed.

  • Victor Raessen

    Team•

    Mar 10

    **Victor Raessen** (2024-03-05): "Possibility to mark an "Approved" Quote, once it has been processed." (suggested by on 2023-02-14), including upvotes (9) and comments (0), was merged into this suggestion.