Pipeline
planned
Paul Lutkajtis
Paul Lutkajtis
Merged in a post:
Additional Quote Status's
G
Goldenrod Gayal
Hey team,
It would be really helpful if there could be additional status's for quotes.
Our quoting procedure has multiple steps and includes contractors so it would be really helpful to be able to use the workflow or Dynamic table to filter/organize by status's. Currently 'Draft' doesn't allow us to easily identify which quotes are with contractors and which quotes are in estimating and which quotes are sent out (submitted as quote).
Paul Lutkajtis
Merged in a post:
Additional Quote stages/status's
G
Goldenrod Gayal
Can you create the option to add more status's during quoting stage.
We have an estimation process during quoting stage which is hard to capture the different steps and people involved in the process
Paul Lutkajtis
Merged in a post:
Pipeline tracking
C
Cathy Sparkes
Tracking of Quotes in Factory
Paul Lutkajtis
planned