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salesbuildr

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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

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[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

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[CMP]_Bundle

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[CMP]_SalesTaX

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[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

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[CMP]_Discount

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Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

When approval rules require a manager to approve a quote, the quote share option needs to be removed. This will prevent the quote from being seen by the customer before the manager has approved.

Remove Share option when Manager Approval required

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Salesbuildr

Remove Share option when Manager Approval required

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