How can we help you?

Help Center

Improved

Fixed

salesbuildr

To Do

In Progress

Done

Closed

Final testing

Awaiting release

High Priority

Low Priority

[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

custom form

Backlog

Next up

Main Roadmap

Procurement

Distributors

Hey {name|there}! 👋

Sometimes quotes are made by sales/procurement teams on behalf of an account manager, so it would be great to have a setting that if I open a new quote for a customer with an account manager set as someone else in the PSA, it will just show me.Consolidated into: <a href="https://do.featurebase.app/p/accountmanager-filter-in-opportunity-and-quote-overview">Accountmanager filter in opportunity &amp; quote overview</a>

Setting to default quote to quote creator, not the PSA Account Manager

hidden