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SHerod
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Member since ‎Sep 28, 2021
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Shelley Herod

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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
414 upvotes
148 Replies
SHerod
Member
September 09, 2022
Automatically calculating tax % by state or integration with system like Avalara is a MUST HAVE. We don't want the IRS knocking at our door for not c...read more
ybn on October 22, 2020
Import deals with line items
It should be possible to import deals with line items
Reply Idea Deals
147 upvotes
66 Replies
SHerod
Member
December 22, 2021
Yes rodericks thank you! I will dig in to this. Hate that we have to have this kind of workaround with what we're spending on Hubspot, but very thank...read more
ybn on October 22, 2020
Import deals with line items
It should be possible to import deals with line items
Reply Idea Deals
147 upvotes
66 Replies
SHerod
Member
December 22, 2021
Yes rodericks thank you! I will dig in to this. Hate that we have to have this kind of workaround with what we're spending on Hubspot, but very thank...read more
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