pre sales question

[sstecker]

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?

[tanya]

Hello

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-custom-service-methods-for-workflow/

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