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Status Under consideration
Created by Guest
Created on Aug 28, 2024

Ability to View Quote and Opportunity Files on the Same Page

There are multiple locations in the opportunity where I can attach files, but on the main opportunity page, I cannot see files attached in the quote design or visa versa. I would like to have it possible to upload to one location, but then choose to see those attachments on other areas. For example I upload a vendor quote as an attachment in the quote design where I am working. I would like for it to also be in the main attachments section of the opportunity.

  • Attach files
  • +1