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Feb 8, 2022 10:03 AM
Hello All,
I am working in a custom quote template where I have two companies, one is the Primary Company which I can easily show in template. I have second company as well in Deals, which is labelled as 'End User'. My requirement is that I can populate this Company info as well in template.
Is it possible to do that, another solutions would be to have a custom picker fields in Deals Properties which will allow users to pick a company, as for Deals we get all fields in Template Design page.
Thanks,
Mar 7, 2022 9:43 PM
I have the same requirement. We would use it when there is a partner on the deal.