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documents workflow, from deal, to offer to customer email

I want to implement the following functionality. Once a deal is being created, a presales engineer is preparing a quotation for this deal and now needs to inform the account manager that the quote is being prepared to send it to the customer.

thus how can the presales engineer create a task and link it to the quote he has prepared with a note to the account manager for action.

The simple way round it is to create the task and paste the link to the specific offer but this can create mistakes.

thank you

Hello chronis tzerefos,

Thanks for the feedback.

For now, quotes, invoices and products cannot be linked to the tasks. I've passed your request to our Dev team.

Best regards,
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