Las grandes mentes piensan igual

Hello,   It would be immensely helpful to have this Quotes roll out field include the SKU that is set from the product library or make this roll out menu editable as to what is seen.   Right now, we would need to memorize the pricing or have two windows open for our teams to know which product to select.      ... Mostrar más

We have created different versions of the same product in order to navigate an increasingly online world (ie. Empathy School in-person and virtual Empathy School).   We need to have unique line items, descriptions, pricing and margins, for these separate products but really need to be able to report on them as an overall product family (empathy school).   This was a standard field in Salesforce and was extremely helpful.    Creating sub-products, child-products, or product families feels like a must-have for reporting purposes.  ... Mostrar más

Product weight is a property for items in the product library.  It would be beneficial if the total weight of all of the products on a quote (extended by their quantities) could be displayed in a quote's totals (or sub-totals).  I have a client who would like to use the total as input for determining the shipping charges to include in the quote. ... Mostrar más

Add user permissions around the quote tool.  I have a client who would like account managers to be blocked from deleting any quotes that have been created in the portal but this is not currently possible.  ... Mostrar más

Posting on behalf of a cust here - would be great to be able to see associated Quotes, especially for Custom objects. ... Mostrar más

It would be great to include the sender profile image within the data for custom quote templates. This is a feature of the builtin templates, and appears to have been overlooked for custom quotes.   Regards, Jonathan   ... Mostrar más

There are many times where I want a customer to select a plan or confirm or change data on a Quote.  It would be great to allow this to be possible. ... Mostrar más

It should be possible to set a line item's or a product's start date as X Days/Weeks/Months from a deal's close date. For products: The default period could be configured in the product's description just like the default term.    1- The salses don't have to update each line item's start date when a deal is pushed: it is updated automatically when the close date is changed. 2- The sales don't have to look elsewhere for the standard delivery times:  Product managers provide the default delivery schedule in the product definition and it is automatically applied to new line items. ... Mostrar más

We would like to create a multi-year quote that shows escalating prices (or decreasing discounts) for a line item each year.    Currently we could build a quote with a line item for each year of the product, however the start date for the line item doesn't come through on the quote facing the customer, so it's ultimately much more confusing than our current contracting process.  ... Mostrar más