New | Rapid Products
I noticed that in Email to Case Premium, there are many available options to change status, add notes, send emails, and more. Why not add the same functionality to Rapid Products?
As a sales rep, it would save me a ton of time if I can complete the quote, update my status to let's say 'quote sent', add notes if a needed to AND send an email to my perspective prospect or existing customer, IN ONE SCREEN!
I would be able to make sure I don't miss any steps, be much more agile, allow more time to do other things, etc...
Also, there could be custom buttons on the button like, save and send quote, or save and new task. What about an export to pdf maybe, just in case this particular company wants to show a visual to a customer on the spot?