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rozi
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Dec 20, 2019
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Rose Penhasi

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Quinten on September 26, 2019
Total amount on Quote confusing to customers when using multiple pricing options
Our Pricing is per month and we charge a one time setup. Invoice happens once per year (See screenshot) The total amount as mentioned on the quote is quite confusing for customers. My suggestion would be to make it an option to hide the total am read more
Reply Idea Products & Quotes
141 upvotes
79 Replies
rozi
Member | Diamond Partner
June 19, 2021
Does anyone try to use the CSS option? available only in Sales Enterprise** I still don't manage to get the Sub total TCV In the actual quotes tool ...read more
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
671 upvotes
184 Replies
rozi
Member | Diamond Partner
April 06, 2021
Hey teams, We built robust automation to copy deals from the sales pipeline to the onboarding pipeline which goes directly from SALES to CS team. t...read more
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