Custom Quote Template Beta


Secondary Company Information

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.



1 Reply 1
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Secondary Company Information

I have the same requirement. We would use it when there is a partner on the deal.