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JB-AMTech
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Member since ‎Mar 26, 2020
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  • Replies
    11
  • Upvotes Given
    31
  • Upvotes Received
    26
  • Ideas
    3

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brunomaion on May 10, 2019
Export quotes data to an excel spreadsheet
We generate quotes usisng HubSpot quoting tool, included in Professional version of the software. Unfortunatly this information cannot be accessed afterwards, we can only gereta e file with all the quotes ever sent in PDF format, that is not usefull read more
Reply Idea Products and Quotes
48 upvotes
14 Replies
ELugrin
Member
May 10, 2022 08:07
It would be very helpful to have a full export (csv. xlsx) of all the products that are in our quotes. Please work on it !
FinallyMatt on July 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom read more
Reply Idea Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
75 upvotes
22 Replies
DiogoMC
Participant | Diamond Partner
February 25, 2022 04:38
Hi, There is a workaround with programmable automation in workflows. You can update the Deal Amount based on the associate quote Total Value. It has...read more
abrow on December 15, 2020
Ability to Display Total Dollar Discount In Reporting
We would like to build reports that show the total dollar discount taken for a product. Currently, w hen I build a report, I see fields for 'Discount Percentage' and 'Unit Discount'. However, neither of these fields tell me the total dollar discount read more
Reply Idea Products and Quotes
4 upvotes
1 Reply
JB-AMTech
Contributor
January 21, 2022 11:10
I agree! If we could use the discounts in reports, we could monitor this much easier!
MKatz on January 14, 2022
Deal Pipeline View
Would be great if you could save your pipeline view to what you want it to be. This would benefit sales managers in so many ways! Currently I only want to see this years deals - however every time I go to view the pipeline, I have to change the read more
Reply Idea Deals
3 upvotes
1 Reply
JB-AMTech
Contributor
January 21, 2022 10:50
I agree with this! On both the deal and the ticket pipeline (not list) views, you can save a view but you have to select it and wait for it to load e...read more
adodge on March 10, 2020
Attach multiple documents at once to a 1:1 email
Who: Salesreps Goal: Efficiently and quickly add documents from the CRM to a 1:1 email. The ability to filter by favorites would be an added bonus.
Reply Idea Sales Documents
18 upvotes
2 Replies
KBergan
Participant
April 08, 2022 08:29
I agree, this would be so useful for my sales team.
JB-AMTech on July 01, 2021
Stretch Targets Via Revenue Goals
We have stretch targets for our monthly targets. We're currently using revenue goals for example (fake figures of course!): Target is £100 (revenue goal) but the stretch targets are £110 and £125 for the same month. This would be really hel read more
Reply Idea Dashboards & Reports
3 upvotes
0 Reply
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