3957195 Newbie

Thank you so much for this script and taking time to reply. We tested and it works perfectly for our needs!

Came across this old post when researching and wanted to post an update. We were having the same problem. We only wanted this feature to send out Invoices. When you read up on the "Send Transactions Via" documentation it states it will override any form rules you set. However, we were successful in resolving this with a…

We were hoping to handle without having to export and do the VLookup. It is a saved search that a couple employees will manage daily, maybe even dashboard use. Eventually we wanted to use this saved search for a workflow that will email the sales rep when one of their customers (including contacts) had not been contacted…

Yes, we do have the Last Sales Activity Bundle

Were you ever able to find a way to do this? We are working through something similar with annual subscription contracts. We want to be able to key in a specific date into a customer field we have, and allow an automatic proration of the full price based on that date..

Were there ever any fixes found for this issue?

Thanks for the heads up, but I do not believe that will work for what we are wanting. Looking for a more immediate notification at the time it is actually approved. Also I think by doing a saved search like this it would keep all approved transactions on the search and want to send an email out o the employee every time…

Did you by chance ever come across a resolution for this? We are having the same issue and would like to be able to close an Opportunity and have all related estimates/quotes close out as well. I wonder if a script could be created that is triggered when changing status of an Opportunity to "closed" that would run an…

We are running into the same issue. We have a couple reports we would like to build but would need to pull in quota into a transaction search. If anyone comes across a resolution, please share!

Was anyone able to find a working solution for this. I am trying to find a way we can automate some of our renewal transactions. We would like to create a script or workflow to trigger the "Send for Signature" in bulk and send out dozens of quotes at the same time.

Did anyone ever find a way around this? This is also a big issue for us after switching to Team Selling. I'm very surprised this is still something in an Enhancement Request and there is nothing available to better enforce sales teams. You would think this would be a very commonly requested feature. Could not find a…