Jun 3, 2019 12:19 PM
I've been trying to search for a potential solution for a couple of days, but I'm not getting anywhere.
I need to find a solution to quoting based on the following aspects.
- Ability to customize look and feel of the page.
- Discount (Percentage and/or Absolute values) per line item
- 2 Discount Field (Partner Discount and Client Discount, only applicable on Renewal quotes)
- Discount on quote total
- Multiple layouts of quotes (for different Currencies)
- Ability to quote in multiple currencies with ROE spot check. (i.e. USD/ZAR @ 14.00, USD/EUR @ 1.50)*
- Auto apply a discount if Period = 3 (Discount formula driven)
- Export quote as PDF
We've been looking at PandaDocs, but it lacks the support to Convert USD into other currencies.
If anyone knows of a potential solution before I go ahead an design my own from the ground up, I'd highly appreciate it.