Make the 'Quote checklist' customizable, and the items in it clickable so we can use it to validate our proposal. It wouyld also be nice if, when a project is won, the checklist would export as a separate document.
R
Ryan Schmidt
marked this post as
under review
·
·
Reply
R
Robi Aamodt
We just created our own checklist to finish a quote before sending, it would be great to have that in Cloud!