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Ability for Customer to Enter PO When Accepting Proposal

When a client accepts our quote (approval) we need a location for them to add a PO number. The majority of our clients are K-12 schools. They all function off of POs. A PO is our contract / approval to move forward.

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Guest

Jul 27, 2026

To add to this request. This should be a setting for a customer / opportunity to make it required for any quotes going to "x" customer.

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1 MERGED

Accept & Sign Custom Field

Merged

Need to add a custom field to the 'accept and sign' section on proposals, for a 'Purchase Order Number' that the client can complete when approving.

Guest 3 months ago in Opportunities & Quotes 0