Share quotes, documents or notes for Orders with Customers

3 votes

We'd like to be able to share documents and notes that we upload into an order with the customer via their access to the portal. For example - instead of emailing a sieve or other testing document, we'd upload it to the order in the customer's FW portal. We'd need to select when uploading a doc, i.e. - Share with customer - yes or no? It would be helpful have the approved quote in the order as well.

Under consideration Web Portal Suggested by: Patrick Haynes Upvoted: 06 Oct, '21 Comments: 1

Comments: 1