Currently quotes are limited to selecting only the primary company on a deal which is very limiting when dealing with partner and resellers.
The ability to pick and choose companies on the deal to display on the quote along with their assocation label (partner, reseller, end user etc..) would bring more clarity to quotes and is a must in B2B transactions where the channel is prevalent and makes up almost half our business.
Yes. This is a big need.
From the construction industry, more times than not - I’m sending the same quote to multiple general contractors for a job.
Being able to clone the quote and add the next company associated to the deal in the quote and repeating the process to however many companies necessary should be attainable.
Thanks!
Yes, I 100% agree with @DFuller on this topic. We often have mutliple companies we are quoting that bid the same project. So having to go in and change the primary company each time can add significant time to the quote process. I hope the HS product team can get some figured out on this one!