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 (28 Aug, '20) • Upvoted: 06 Oct, '21 • Comments: 1

Comments: 1

18 Jan, '21
Mallory Black
Agreed - to be able to choose from the documents saved that some or all or by selection they become added pages to the quote sent would be nice to streamline the communication with them.