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clmthaz
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Member since ‎Mar 22, 2023
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Clément Hazan

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clmthaz on March 28, 2024
We should be able to export and import workflows just as we can on make.com with blueprints JSON files. By integrating a lot of workflows, I'm forced to recreate them each time. Or can I make custom templates? The problem is that I should be able read more
1 upvote
0 Reply
clmthaz on July 24, 2023
We work with different currencies in our account, the euro being the default currency. We also have different pipelines, some of which we work on dollar-only deals. It would be easier to set up the default dollar on this pipeline, rather than the read more
16 upvotes
6 Replies
Member
March 12, 2024
Maybe enabling the Conditional options tab on the native Currency property settings would easily solve this problem? Conditional options moc...read more
bcook on September 26, 2018
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once read more
230 upvotes
87 Replies
Member
February 06, 2024
@VSalvo AI seams to be the new high priority... not UX.
bcook on September 26, 2018
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once read more
230 upvotes
87 Replies
Member
February 06, 2024
@VSalvo AI seams to be the new high priority... not UX.
NilsK on January 02, 2020
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
532 upvotes
201 Replies
Member
February 06, 2024
TAX in templates and payment schedule with % are still not possible and it's a real hassle.
JRamsey7 on August 20, 2022
How does this not exist? There are folders to organize workflows, but not reports or dashboards. This is a major oversight. I have found numerous discussions here and elswhere with many other folx interested in this feature. Can we please read more
100 upvotes
30 Replies
Member
January 31, 2024
I don't understand why this request hasn't been reviewed yet... We have hundreds of reports, we should be able to classify them → folders, tags, etc....read more
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