Additional fields when accepting the submission
Jolyane Couture
Allow a customer PO number to be added when the quote is accepted. Before marking the bid as won, allow for the addition of a customer reference number. Forward this number when invoicing the project. Occasionally (not at all online acceptances) when the customer accepts the quote. Does not appear when done manually or internally. Should also appear when you have the customer sign by clicking on signature.
Jolyane Couture
Merged in a post:
Project fields
Jolyane Couture
Add a “customer order form” field to the project. Add this section in the filters to allow a search by the customer's order form. Have the request when the submission is accepted to add the field. both when it is done either by the customer or by doing it manually.