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Add a way to send quote directly to a specific contact.

ramf shared this idea 1 year ago
Under Consideration

Hi,

Please add a way to send quote directly to a specific contact.

Now there is no way to sent a quote to a contact - only to the main account holder ( the relevant contact don't get the quote at all).

In the quote system there is no way to send a quote to a contact (with or without the main account holder).

So If we are talking with a contact (let's say the support manager of a specific company) - we can't use the quote system to send him a quote... (unless we want to tell him that the quote was sent to the main account holder - let's say his company CEO).

Please add a way to send quote directly to a specific contact (preferably without the main account holder).

Thanks!

Ram

Comments (1)

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Hi,

If adding to the quote page an option to select the relevant contact this quote will be sent to (i.e. select the relevant customer and then in a new field select the relevant contact we want to send the quote to) - maybe adding to the contact profile a quote marking in the Email Notifications section - so we will be able to select the relevant contact that will receive the quote.

Again - the best way to handle it is to add a new field to the quote screen with an option to select the relevant contact that will get this quote (preferably without the main account holder) - but if in the meantime until such a feature will be added maybe it will be quicker for you to add it to the Email Notifications in the contact profile?

Thanks!

Ram