Happy Business Starts Here

Ability to directly send Quote PDF to the Sold To Contact

Feature Request: Ability to directly send Quote PDF to the Sold To Contact

Status: under evaluation

Reference Number: DE5562

Business Need: Currently customers have to save the Quote document on their own PC, compose an email and send it to Sold To Contact, which is time consuming and inconvenient. They would like to have the ability to send the Quote PDF directly.

4 Comments
Community Manager
Status changed to: More Feedback Needed
 
Community Manager
Status changed to: Under Consideration
 
Zuora Alumni
Status changed to: Unlikely
 
Tutor

What about the ability to simply send to anyone? While a specific contact would be great, avoidnig the download/attach method (which is quite honestly pretty archaic) would align with Salesforce functionality and make it less stressful for adoption with Sales teams.