Save Quote & Invoice as PDF docs
D
Dusk blue Quail
It would be very handy, if when a document is generated out of Factory, a PDF copy of that document is saved somewhere in Factory (perhaps in the Collaborate area), to refer back to in future. This feature could be used for things like Purchase Orders, Quotes, Invoices etc. Something, un-changable, we can refer to, that is linked to the order, and easily accessible (rather than having to go into a separate email program to find it)
N
Night sky Starfish
I would also like to be able to go back to a pdf version of a quote sent, after customer has requested it be changed and re-send, as occasionally they ask us to go back to the original quotation and specs.