Possible to Autofill Quote QTY Field from Custom Property on the Deal Object?

JBolger — Sat, 05 Sep 2020 11:38:00 GMT

Hi!

We would like to utilize the quote feature more frequently. However, our product SKUs are based on Sq Ft vs Qty - is there a way to have the quote field Qty autofill from our 'Sq Ft' custom property on the Deal Object?

Like others, we are using PandaDocs to quote but would love to convert to the in CRM Quoting feature.

-Justin

Re: Possible to Autofill Quote QTY Field from Custom Property on the Deal Object?

mlemoine — Mon, 07 Sep 2020 09:01:17 GMT

Hi there !

Thank you for your message.

I definitely see how this feature would help you to create your quotes. For now, it is not possible de populate a number of quatity coming from a custom property. I really like this feature suggestion. I would suggest that you upload this post in our "Ideas forum". Our product team look at ideas and if this is something other user need and we have the capacity to built, it could be created as a new feature in the future.

topic Possible to Autofill Quote QTY Field from Custom Property on the Deal Object? in Sales Hub Tools

Possible to Autofill Quote QTY Field from Custom Property on the Deal Object?

Re: Possible to Autofill Quote QTY Field from Custom Property on the Deal Object?