CloudLink Ideas Portal

PSQ - Consistency in Quote Document Output and Details

There are inconsistencies and data missing in regards to notes and special instructions, depending on the quote document output selected. There are also limited options that a user can select on the document configuration type.

There should be consist quote outputs regardless of which output the user selects (PDF, Word, or Excel). There should also be the option to select specific notes and/or special instructions (internal, external, or both) for the header and/or the segment.

  • Roxanne Smith
  • Apr 13 2023
  • Needs more votes
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