Custom Quote Template Beta

AdamSand
Participant | Diamond Partner
Participant | Diamond Partner

Custom Quotes Based on Calculated Properties

Hello, 

Will we be able to use the "New" quoting feature to also automatically calculate quantities in some way, either at the calculated fields level or by putting calculations into the template? 

For Example

If we have a Custom Object "pets" 

And under their "pets" they have: 
3 large dogs
1 Small Dog 

Would we be able to get them a quote template for all new leashes. 

Saying that a Small Dog requires 1 small leash and a 5 LB Bag of Dog food 1 time per month.

Saying that their 3 Large Dogs would require 3X large leashes and a 3X20 lb bag of dog food 1 time per month. 


Essentially allowing us to "measure" their needs on the Custom Pet Object, and using the clients pet needs, to increase the speed in which we can offer them a customized Quote for their pet needs. 

The same could be for Dog Carriers: 

If they have 3 Large Dogs, and we know they want 3 dog crates to transport their pets. 

They would need 3 large tops, 3 large bottoms, 1 large Door, 24 (3 x 8 needed per carrier) Steel Nut and Bolt Sets, and 3 large pet carrier liners, and 3 large food bowls. 

So the simple measurement of 3 x "large dog" objects tells us the exact quantities of pieces they need from inventory to have 3 large dog 

If we were to add the "Small Dog" object to the deal. They would need 1 small bottom, 1 small top, 1 small door, and a small carrier only needs 4 nut+bolts per carrier. 1 Liner and 1 medium food bowl (Since they do not design a small bowl we would define that small dog object still needs the medium bowl product - somewhere) 

Excited to see if this is a capability somewhere in the chain of development on the new custom quotes. 

0 Replies 0

0 Replies

No replies on this post just yet

No one has replied to this post quite yet. Check back soon to see if someone has a solution, or submit your own reply if you know how to help! Karma is real.

Reply to post

Need help replying? Check out our Community Guidelines