We have SalesHub Pro users that send quotes for all entities (Germany, Austria, Netherlands and United States). It is not efficient the way it is at the moment, since those users are forced to manually change their office location information per quote to the respective entity from which the customer expects the quote and will enter in a contract with. Not only 1 quote has been sent out to e.g. a US customer with the German or Austrian entity leading to the customer request to please quote from the Inc.. Solution: Please generate the option to create several companies/entities with the ability to associate our SalesHub Pro users to multiple entities. Provide a select company/entity option (dropdown) at quote level OR even at deal level which gets inherited to the quote automatically. The same option to select an entity would be great for the e-mail signature, too.
... Mehr anzeigen