CloudLink Ideas Portal

10 Vote

Have COTI generate a 'Thank-You' letter based on information from the deal

Currently, our sales coordinators are in charge of creating welcome kits and thank you letters for our customers on each deal. Being that COTI has all the information necessary, we would like the system to generate a thank-you letter for our custo...

Created 20 Sep 22:12 by Zachary Czarnecki

COTI / Dealer Idea / Integrations

0 Needs more votes
1 Vote

Auto populate the Delivery Location field in COTI from iQuote - Quote Editor Delivery field

To automatically populate Delivery Location field in COTI using the data entered at the quote stage in iQuote - Quote Editor tab - Delivery field

Created 29 Jul 05:26 by Rachel Whitelaw

COTI / Integrations

0 Needs more votes

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