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Notify contact when a document is delivered

Notify the requestor when a project document is delivered and available in the Customer Portal.

Recommendations

  • Notify PM when a new project is created from the PCF

  • Notify PM when a customer review is complete

  • Notify PM when a customer refuses a delivery

  • Notify requestor when quotation is sent

  • Send a confirmation email to the requestor when a new project is created from the PCF

  • Notify PM when a customer approves a quotation