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F_Cacciapuoti
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Member since ‎May 19, 2020
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Fabio Cacciapuoti

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AbbyDavey on March 05, 2020
Manually change quote status
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.
Reply Idea Products & Quotes
164 upvotes
57 Replies
F_Cacciapuoti
Member
December 14, 2020
At the moment, if a customer signs the quote by attaching it via e-mail, the quota remains active until the deadline and nothing else happens. This ...read more
Lu2Swag on January 08, 2019
Automatically Close an Email in the Conversations Inbox when a Ticket is Created.
Our Customer Service Team uses a Shared Conversations Inbox.... They create tickets from emails and close out the emails in the inbox once a ticket is created - the inbox then reflects only 'unworked' emails. When using the conversations Inbox i read more
Reply Idea Tickets
117 upvotes
39 Replies
F_Cacciapuoti
Member
June 23, 2020
+100
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1386 upvotes
447 Replies
F_Cacciapuoti
Member
May 26, 2020
We would need to be able to see the company name on the card, instead of just the logo. Surely being able to customize the information on the deal ca...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
F_Cacciapuoti
Member
May 22, 2020
@dnelson We would like to participate in the beta too. Our account code is 3918047. Thanks
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