CloudLink Ideas Portal

Ability to invoice in IQuote-

Would like to suggest the ability to invoice in IQuote. We currently create the quote and use DBS for invoicing. We then have to go back to IQuote to close the deal as won. It would be nice if invoicing and won functions were all tied together and we could eliminate the manual invoice process in DBS.

  • Joanie Nicks
  • Mar 28 2019
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