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Custom Quote Template Beta

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JBrake
Contributor | Elite Partner

‎Nov 21, 2021 5:47 PM

Contributor | Elite Partner

Non-associated data load

It would be great if I could load data from the CRM that is not directly related to the quote data.

 

E.g. I've a client which would like the billing contact details added to a quote, this person beign a contact of the sales persons company.

 

MIght be a nice feature also if someone wanted to add a "you might also like" module to a quote based on what a person has ordered.

 

Regards

Jonathan

Custom Quote Template
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Non-associated data load
Cpq-beta
Nov 21, 2021