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websms
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Member since ‎Aug 11, 2020
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Erich Untersberger

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Activity

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
websms
Member
January 12, 2021
Hi there, is there a plan for a roll out for all users? A customisation of offer templates is really necessary in order to use the offer feature...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
websms
Member
January 12, 2021
Hi there, is there a plan for a roll out for all users? A customisation of offer templates is really necessary in order to use the offer feature...read more
Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Reply Idea Deals
361 upvotes
95 Replies
websms
Member
October 30, 2020
Would be great to have an archive for old products so they are not avaiable anymore to be chosen for a deal.
sgriggs63 on May 04, 2020
Ability to Clone a Product
Creating Products within the Portal and needing to switch between Monthly and Annual Billing. Created the Products for Monthly and would like the ability to Clone that Monthly Product and modify the Identifier to Annually without having to build al read more
Reply Idea Products & Quotes
25 upvotes
14 Replies
websms
Member
October 28, 2020
Currently I use the workaround of exporting the data in a csv file, changing it and uploading it again with different names, so they are practically ...read more
NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
502 upvotes
182 Replies
websms
Member
September 07, 2020
Yep, static % tax, is exactly also what we would need.
claratan on February 19, 2019
Checkbox option for Terms & Conditions in Quotes
It would be useful to implement a checkbox option to insert terms and conditions before the prospect clicks "purchase".
Reply Idea Products & Quotes
62 upvotes
20 Replies
websms
Member
September 07, 2020
General, a possibility to add documents which can be accepted within the offer with ticking a box would be great, maybe with the dependency that with...read more
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