CloudLink Ideas Portal

Map comments from payment terms to the Quote document.

Comments added to the Payment Terms section in iQuote should appear on the quote document under Payment Terms. There is already a configuration to map these comments to the Sale and RPO Agreements, but not for the quote document. This would be very useful in displaying specific notes about the customer's payment on paper.

  • Danielle Ricketson
  • Apr 15 2019
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  • Dwayne botnick commented
    April 23, 2019 11:16

    Danielle - are you assuming that the notes added in iQuote are customer intended and not internal for sales or finance?



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