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csf
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Member since ‎Jul 20, 2019
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Charles Field

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DwiP on September 30, 2019
The Ability to Update Line Items Prices when Products are updated
Currently, any updates on the Product Library such a Product Prices, the changes will not be reflected on existing deal's Line Items. Only new deals moving forward are updated with the new price. For existing deals, there are only two options for cu read more
Reply Idea Products & Quotes
59 upvotes
11 Replies
csf
Member
May 26, 2020
More importantly, as a manager if you want to do analysis of year over year sales, and want to compare using SKUs, you need the old products to refle...read more
romi on April 23, 2019
Auto email Countersigners for Quotes
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in read more
Reply Idea Products & Quotes
38 upvotes
14 Replies
csf
Member
February 21, 2020
A big surpirse to me that this functionality doesn't exist if you have coutersign capability built into the platform. It also should be sequence...read more
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