Receive quote notification

philipmjmartin · February 25, 2019, 2:02pm

Hi,

Please can I request a feature which sends a notification every time someone views a quote. This is one of the most effective ways of winning work from old quotes: a follow up call a day or two after someone opens an old quote almost always results in a conversion.

Presumably this would be almost identical to the “Email me when an invoice is viewed” option.

Thanks
Phil

titanfail · February 25, 2019, 5:20pm

That would definitely be a handy feature to have. You might want to submit this on their github as well.

philipmjmartin · February 25, 2019, 5:24pm

Actually it looks like it already does this. If you have “Email me when an invoice is viewed” set to active, then it appears to also notify when a quote is viewed. I can’t believe that isn’t specifically mentioned… it is so handy :-))