nwcarlson

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Nathan Carlson

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nwcarlson

Member

October 03, 2024

Reply to Deal sections / sub-headers

@CNeira We already have a workaround in place using custom quote templates, but ideally the line item editor has the functionality baked in.

nwcarlson

Member

March 30, 2023

Reply to Allow admins to edit user names

Ideally, if this could be modified via an API endpoint, that would be even better. For instance, most companies would have an HRIS system with prefer...read more

nwcarlson

Member

October 21, 2022

Reply to Option to automatically add a product to a deal with workflows

Yes we are. And in this case, it would be the same part number. We have a product (###SECTION-HEADER) that we use to define sections on the quote/deal...read more

nwcarlson

Member

October 18, 2022

Reply to Option to automatically add a product to a deal with workflows

@EGolborne In addition to needing to add line items to existing Deals, we also need the ability to add multiple line items. In our example, we ...read more

nwcarlson

Member

July 11, 2022

Reply to More control over product lists like filtering or advanced search

Definitely need filters when adding products to deals. HubSpot has documentation on offering CPQ, but the "configure" portion of this is lacking. ...read more

nwcarlson

Member

February 24, 2022

Reply to Create folders within 'attachments' section to easier manage documentation.

@LRosenbloom I'm not sure if this is easier from a development standpoint, but one workaround could be to offer the ability to have multiple at...read more

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