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One of my users suggested having a checkbox on the same screen where we choose the QV template and reminder options.
"Copy URL to ConnectWise" - this could be ticked and greyed out, if desired.
Of course, users not to see this option if not using CW
Matt - sounds like a great way to implement.
Expanding this a bit would also be to have the PDF loaded into ConnectWise docs tab (when it is uploaded to the QuoteValet system) this way as well (it may be redundant, but couldn't hurt).