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2875292
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Member since ‎Jun 22, 2017
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  • Upvotes Given
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CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
2875292
Participant
November 27, 2020
Hi Peter, We definitely need to do the same when the time comes, so we're interested to see what our friends @hubspot have to say about deactiv...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
2875292
Participant
November 27, 2020
Hi Peter, We definitely need to do the same when the time comes, so we're interested to see what our friends @hubspot have to say about deactiv...read more
Solved
2875292 on September 24, 2020
Deals sold in stages over time
We are a design / architectural practice. We have projects (Deals) that are delivered in stages. Let's assume there are 3 stages of design work to a Deal. Right now we are having to create a separate Deal for each stage, which is causing an admin bu read more
Reply Discussion Deals
0 upvote
6 Replies
2875292
Participant
September 25, 2020
Hi Sebastian, You know what, you're absolutely right. I think that using workflows like this could work. If it does it's genius 🙂 I'm sorr...read more
Solved
2875292 on September 24, 2020
Deals sold in stages over time
We are a design / architectural practice. We have projects (Deals) that are delivered in stages. Let's assume there are 3 stages of design work to a Deal. Right now we are having to create a separate Deal for each stage, which is causing an admin bu read more
Reply Discussion Deals
0 upvote
6 Replies
2875292
Participant
September 25, 2020
Hi Sebastian, You know what, you're absolutely right. I think that using workflows like this could work. If it does it's genius 🙂 I'm sorr...read more
Solved
2875292 on September 24, 2020
Deals sold in stages over time
We are a design / architectural practice. We have projects (Deals) that are delivered in stages. Let's assume there are 3 stages of design work to a Deal. Right now we are having to create a separate Deal for each stage, which is causing an admin bu read more
Reply Discussion Deals
0 upvote
6 Replies
2875292
Participant
September 25, 2020
Hi Sebastian, You know what, you're absolutely right. I think that using workflows like this could work. If it does it's genius 🙂 I'm sorr...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
2875292
Participant
November 27, 2020
Hi Peter, We definitely need to do the same when the time comes, so we're interested to see what our friends @hubspot have to say about deactiv...read more
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