Only in this combination
Activity in Quotes
Your team hears when a quote is sent, opened and accepted, with repeat openings folded into one line a day and each person choosing what they hear.
Only here
What this pair adds
Sent, opened and accepted each reach the team as a notification, an opening once a day, with who hears what set per kind
- Repeat openings on one day make one notification.
- Each member can override the organisation's default per kind.
The Quotes pipeline and board: one quote moves from draft to sent to accepted, and the counts and values per status move with it.
Q-26-00001 is accepted, ready to become an order
Demonstration data