Add ##CSRFullName## and ##SalesRepFullName## tag for notifications Estimate, Order Acknowledgement, Estimate Rejected
When sending an estimate or order confirmation notification, it would be interesting to display the name of the salesman or CSR to inform the customer. Is it possible to implement this feature? Thank you.
The only edits that can currently be made to an estimate is to the product engine. No additional materials or prouction functions can be added onthe back end as they can with jobs. This would be hugely beneficial to be considered with other change...
In addition to having the possibility of copying work for a new order, it would be interesting to have the additional functionality "Copy this job for a new estimate". Because in some cases, it is necessary that the customer validates again this e...
Hi, It would be interesting to display the production plan to the salesperson when he/she makes an estimate. This would allow for additional control of the price and resources used. Regards
News variables for Template Notification "Estimate" with Multi-Line Estimates
With the adaptation of Multi-Line Estimates, the notification mail "Estimate" use the infos of last job. The link included show all job lines, it'ok. But is it possible to obtain new variables for the "Estimate" email notification? The notificatio...
It would be interesting to be able to automate the sending of an estimate reminder after one or more periods if the estimate was sent the first time via PJM and if it has not been validated or cancelled. These periods of time (7, 14 or 30 days for...
0
New Idea
