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  • pre sales question

    i am looking at adding the advance pack for the quotes and workflow addons.

    i just tried the demo;
    i created and opportunity
    then created a quote and pulled in the opportunity
    sent an email with pdf quote

    would the workflow extension allow me to have the opportunity 'stage' updated to reflect i sent a quote?

    would entity manager allow me to have the quote number automatically added to the quote and incremented?




  • #2
    Hello

    Originally posted by sstecker View Post
    would the workflow extension allow me to have the opportunity 'stage' updated to reflect i sent a quote?
    the opportunity 'stage' updated - workflow condition - Status - was changed, Status equals "some value"
    Sent a quote - Yes, it is possible, but only with action Run Service Action
    https://www.espocrm.com/features/add...-for-workflow/

    Originally posted by sstecker View Post
    would entity manager allow me to have the quote number automatically added to the quote and incremented?
    after quote saved, this field is available for using

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