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Status: Idea Submitted
JOpie
Submitted by on ‎Jan 11, 2023 9:25 AM

Adding line items to Playbooks

Playbooks can be connected to deals, but connecting to products associated with deals is missing! Please consider adding this

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1 Reply
LButterfield
Participant
‎Jan 11, 2023 9:27 AM

This would be really useful for us as well - our products are complex and involve multiple line items on every deal, to be able to automate the standard line items based on model selected in a Playbook would be really useful.