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6 Not supported for the current status
Created by Guest
Created on Nov 10, 2025

Mobile Quote Check list

For the sales team mobile quote, it would be nice to have ability to select a check list while having a meeting with the customer to go through all the points without missing any. That can be part of the quote, instead of part of the creation panel, so that it’s persistent and the user/salesrep can go back and update the check list as needed.

    Not supported for the current status
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