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Re: Emailing a quote and contact manager questions.

From: Shawn Hogan
Date: Monday, June 16, 2003
Time: 3:47:20 pm

Jeremy Kinsey wrote:

> I noticed that if you print a quote and email a quote, the email quote
> looks a bit different. For one it is missing all the price/amounts.
> It only shows quantity then total for each item.. The QTY is correct,
> but all the "Total" amounts are 0.00.
>
> What am I missing?

Nothing.... not everything shows on the emailed version because of
horizontal limitations on email...


> Also, when you have a customer/potential in a contact manager and they
> need say, two separate quotes, or want another quote for something half
> way through the quoting process, I do not see any place to generate a
> new quote. We always have to recreate another contact for the same
> company.

Correct, you are limited to one quote per contact.


> Also it would be nice if you could generate quotes for existing
> customers, or perhaps I am not seeing where this can be done. Again,
> we end up going to the contact manager to do this each time.

Sorry, not possible currently...

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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