Mar 16, 2022 10:54 AM
Hi folks, I’m so excited to announce that our Customized Quote Template feature is out of beta and live in all Sales Hub Pro and Enterprise portals. Thank you all for contributing feedback and ideas that helped make this launch a reality. We still have plenty more work to do but are excited about our progress so far.
We are looking for more beta participants for our new reporting feature. If you would like to schedule some time to walk through the tool and provide feedback, please message me directly.
Thank you all again for your patience and feedback. We couldn't have done this without you all!
May 5, 2022 12:06 PM
Do you have a way to allow customers to make choices in the quote function at the signature page? I am offering 3 different products...can they make choices between these products/line items?