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Convert report to Quote

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  • 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?

  • #2
    Hi,

    There is no such a feature.

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    • #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?

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