Accounting Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-3156 Allow Customers to click and Approve Quotes and Estimates.

To have the function in Sage for a customer to "click" Accept for quotations or estimates and a confirmation to be sent out to both parties Merged

I've had a customer accept a quote after viewing it through the Sage link, but when they emailed me the acceptance they did not reference the quote in any way. I could not find a way to force this to occur.

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  • Jun 23 2023
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