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Ability to directly send Quote PDF to the Sold To Contact

Ability to directly send Quote PDF to the Sold To Contact

Status: Unlikely Submitted by Community Manager on ‎01-13-2016 11:27 AM
4 Comments (4 New)

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
Zuora-Support
Community Manager
Community Manager
‎01-13-2016 11:34 AM
‎01-13-2016 11:34 AM
Status changed to: More Feedback Needed
 
Zuora-Support
Community Manager
Community Manager
‎03-02-2016 10:25 PM
‎03-02-2016 10:25 PM
Status changed to: Under Consideration
 
nathanc
Zuora Alumni
Zuora Alumni
‎01-30-2017 11:35 AM
‎01-30-2017 11:35 AM
Status changed to: Unlikely
 
jfisher
Tutor jfisher
Tutor
‎06-27-2017 06:12 AM
‎06-27-2017 06:12 AM

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.