The ability to change a status from sending a document can be a huge timesaver.
For example, if you have a proposal status of 'Quotes Sent', you can now have this status set automatically from actually sending the quotes.
If you're interested in doing this, head to Settings > Organisation Settings.
Each dropdown affects a different set of statuses - see the table below for the effects:
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Quote Proposal Status | When the quote gets sent, the Proposal status will be updated to the status selected (In this case Quotes Sent) |
Quote Opportunity Status | When the quote gets sent, the Opportunity status will be updated to the status selected |
Dealer Order Proposal Status | When the dealer order gets sent, the Proposal status will be updated to the status selected |
Dealer Order Opportunity Status | When the dealer order gets sent, the Opportunity status will be updated to the status selected |
Sales Order Proposal Status | When the Customer order gets sent, the Proposal status will be updated to the status selected |
Sales Order Opportunity Status | When the customer order gets sent, the proposal status will be updated to the status selected |