クリエイティブな才能を開花させよう

(This idea was initially raised in the Japanese Community. I'm posting this on behalf of a customer.)   Scenario: Deal X has 2 associated companies, company A and company B Company A is set to a primary company Current behaviour: When creating a quote with Deal X and setting the buyer information, you can only select the primary company A. Company B isn't shown as an option. Desired behaviour: When creating a quote with Deal X and setting the buyer information, all of the associated companies (both company A and B) are appeared and you can choose from them. Context: There are scenarios where you want to quote to non-primary companies which are associated to the deal. example   *The existing idea "Associate multiple companies with a quote" looked similar, however, that idea is about the ability to associate multiple companies to a deal. What brought up in the JP Community was "to be able to view all associated companies and choose one for association". ...その他を表示

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.      ...その他を表示

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.  ...その他を表示

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. ...その他を表示

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.  ...その他を表示

Posting on behalf of a cust here - would be great to be able to see associated Quotes, especially for Custom objects. ...その他を表示

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   ...その他を表示

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. ...その他を表示

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. ...その他を表示