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Categories CRM App
Created by Guest
Created on Jun 6, 2024

Quote-to-Order workflow buttons/portal to allow customer to udpate delivery address

It would be useful for our users when sending out an email/document with the quote to order workflow buttons to have the option to update the delivery address and instruction. The address for the specific order might not be the one that our users have on file, or might require specific delivery instruction that the customer can then enter before approving the quote.

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