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I can complete all job steps in a smart quote!
Jaime Zuniga 5 years ago
in Home Portal / Smart Projects with CAT integration
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updated by Mateusz Trzeciak (XTRF Deployment & Training Specialist) 5 years ago •
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I noticed that I can complete all of the steps in a smart quote, including deliver of final files to client without ever having converted the quote to a smart project.
While this may not be ideal, I was wondering if this was a bug or intended. I do notice that POs are not automatically sent out in a smart quote, which makes sense, but I just wonder why this would be allowed.
Jaime
Customer support service by UserEcho
LSP's work with their clients in many ways - some of them include sending quotes on different stages. We do our best to provide our clients with flexible solutions - not fixed schemes.