The CVA Bot needs to locate new opportunties based off the active Documents tab in quotes. This would be nice to have it activated as soon as a new quote is added to the system.
Fallon Foale
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | A Team or Group of People(5-25) |
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What problem is your idea trying to solve?
CVA to our quotes sooner and would also eliminate downtime waiting for the CVA team to prepare standard CVA agreements. |
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