Product Suggestions
When the quote is completed, instead of clicking Send to open the email window, then download the PDF from the email, create the PDF and download from the Quote window.
A button could be placed alongside the Send button.
This helps businesses be a bit more efficient when preferring to send quotes from native email systems, opposed to through Prospect.
Wow, this was two years ago! Time flies. Anyway, any chance of this happening? This would greatly improve our sales flow.
We already have the ability to create templated documents and Download into Word, but straight into PDF would be awesome too.