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hestiahearth
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Member since ‎May 31, 2020
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hestiahearth on December 16, 2022
Create a deal type report
I have assigned different deal type value to the deal, how would I pull a report based on deal type for a time frame I'm looking for? Thanks.
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hestiahearth on April 03, 2022
How to see margin per quote after publish
Is there a way to see the margin per quote after click publish on the quote?
Reply Discussion Sales
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hestiahearth on March 30, 2022
Allow negative number entry on quote
We see much use of this in our business. If a client has a scope reduction or makes good on a certain line item, we would like to have that as part of the quote instead of showing that as a discount on the bottom.
Reply Idea Deals
9 upvotes
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hestiahearth
Member
March 28, 2022
Reply to Keep quotes accessible after expiration
The temporary solution is to set a far away date until a new feature is introduced.
hestiahearth
Member
March 28, 2022
Reply to Export quotes data to an excel spreadsheet
Definitely need .csv or .xlsx format. It's a major blocker for our business. We need to able to extract the quote and send to perspective supplier fo...read more
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