Convert report to Quote

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • thanassos
    Member
    • Jan 2017
    • 45

    Convert report to Quote

    Hi,
    I have made a report which tell me the number of cases I have for a certain account in the last month.
    I would be able to transform this report to a quote for have a clean templaté and send it via Email.
    Is it possible?

    Or create a Quote template with a cases list for a specific duration?
  • yuri
    Member
    • Mar 2014
    • 8467

    #2
    Hi,

    There is no such a feature.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • thanassos
      Member
      • Jan 2017
      • 45

      #3
      Meh,
      There isn't any other possibility to list all cases in a field with workflow or formula and put this field in a quote?

      Comment

      Working...