24 results found
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Cannot respond to comments if quote has been expired
While the customer who did set up a quote is still able to add new comments to a quote that already has been expired, the shop owner / admin cannot respond to these comments accordingly.
Either remove the possibility to add new comments (for the customer) on expired quotes or the shopw owner / admin should have the possibility to respond to those comments accordingly.
1 voteGathering Feedback
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Add notifications for new comments on quotes
Currently, new customer comments on offers are not actively communicated. An email or in-administration notification would ensure timely awareness and faster responses.
1 voteGathering Feedback
We’re gathering feedback on this idea to better understand the need, use cases, and potential impact. At this stage, no implementation decision has been made.
Please continue to vote and share details about how this would help you. Your feedback will support our evaluation and help us decide whether to move the idea forward.
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Create Quote-Documents before sending the Quote
Currently, in the quote module, generating quote documents is only technically possible when the quote is sent. This means that employees cannot review the details and final layout of the documents in advance or coordinate with colleagues. Especially in complex B2B processes, where quality assurance and coordination are essential, this causes unnecessary sources of error and additional effort.
Specific Improvement Proposal:
The function for generating quote documents (e.g., PDF) should be decoupled from the sending process.
It should be possible at any time—at the latest after saving the quote as a “draft”—to create, download, and review the final quote document…2 votesGathering Feedback
We’re gathering feedback on this idea to better understand the need, use cases, and potential impact. At this stage, no implementation decision has been made.
Please continue to vote and share details about how this would help you. Your feedback will support our evaluation and help us decide whether to move the idea forward.
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organisation unit should be defined in new emplyee
As the organisation units are available with version 6.7, it should be possible to map the unit for new employees.
Currently only the role can be set.
Employees can only be mapped within the organisation unit when the employee is active (invitation link is clicked within the 2 hours reaction time).
If organisation units are active in the customer and units are defined, it should be possible to map it within the employee mask. For existing and new employees.
1 voteGathering Feedback
We’re gathering feedback on this idea to better understand the need, use cases, and potential impact. At this stage, no implementation decision has been made.
Please continue to vote and share details about how this would help you. Your feedback will support our evaluation and help us decide whether to move the idea forward.
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