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Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

For technical issues or bugs please head to Support or our Developer Community. You can assign up to 20 votes in total. Thank you for your feedback.

Status explanation: 'Future Consideration' = Continuing to collect further feedback, not planned at this time. 'Investigating' = Prioritized for deeper customer and feasibility investigations ahead of planning development.

Status Gathering interest
Created by Guest
Created on Sep 20, 2023

Allow Sales Manager to create quotes on behalf of a customer

Sales reps can create a quote on behalf of customer, but Sales Manager cannot do that. Sales Managers often work as backups to their Sales Reps - if a Sales Rep is out of office there should be a 2nd person able to create quotes.

  • Optimizely
    Sara Winter
    Reply
    |
    Sep 20, 2023

    Thank you for submitting this request. We have added this item to our backlog for future consideration and prioritization.