Auto Update Status Quote after sending Quote

LuckyLouie

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Join Date: Nov 2017

Posts: 172
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#1

Auto Update Status Quote after sending Quote

04-06-2018, 09:55 AM

It is possible tocreate workflow auto changing Quote Status after send Quote to client?
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tanya

Senior Member

Join Date: Jun 2014

Posts: 4308
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#2

04-06-2018, 11:11 AM

Hello,
I think No. Email is related to Opportunity, Quote is not visible for Email (in any case you need a Workflow for Email)

Quote email status - EspoCRM Open Source Community Forum

https://forum.espocrm.com/forum/general/35078-quote-email-status

Hello, is there a way when you email a quote or print one, it will change the status of a field to a check mark or something so you can keep up if a quote was

Hooks - EspoCRM Documentation

https://www.espocrm.com/documentation/development/hooks/
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