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amandaulm
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Member since ‎Jul 22, 2020
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Amanda Ulm

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amandaulm on July 13, 2021
In preparation for the change from proposals to quote templates on July 12, we rebuilt our custom proposal objects in a clone of cms-quotes-theme. Our main template is based on Minimal, with a number of changes. I have not been able to get eithe read more
1 upvote
4 Replies
Contributor
July 21, 2021
@ethankopit Thanks for your attention on this - oddly, I only just received the email notifications today, of your replies and @mangelet 's reply...read more
amandaulm on July 13, 2021
In preparation for the change from proposals to quote templates on July 12, we rebuilt our custom proposal objects in a clone of cms-quotes-theme. Our main template is based on Minimal, with a number of changes. I have not been able to get eithe read more
1 upvote
4 Replies
Contributor
July 21, 2021
@ethankopit Thanks for your attention on this - oddly, I only just received the email notifications today, of your replies and @mangelet 's reply...read more
Solved
MJarvis on June 03, 2021
This is a strange issue. We've had half a dozen customers submit a negative score (detractor) in response to our NPS survey, as well as 'Unhappy' faces for our CSAT survey. However, these are not the responses the customers themselves submitted. We read more
Contributor
July 09, 2021
I very much appreciate this post, and the update/answer. I believe this is happening to my company as well, and it at least explains why it's happeni...read more
Solved
TomTG on May 26, 2021
We are currently implementing a quote template into our workflow. The template shows up in the dropdown menu and works well apart from the esign button. This has been added as a module to the template but when selected under the signature options it read more
0 upvote
3 Replies
Member
May 27, 2021
Thanks @dennisedson for the prod. Hey @amandaulm , thanks for your reply. I will certainly try your suggestion when back in the office. I'll k...read more
StoneCurators on May 18, 2021
Can any help me with how to edit the Quote theme product list HTML so that the prodict description displays under the product name as in the template below (no one at HS support seams to be able to find the code for this template). Thank you in adv read more
0 upvote
3 Replies
Participant
May 19, 2021
Hi and thank you for your help with { item.description }. My question was also about how to do the table HTML so that the product descrition shows u...read more
amandaulm on May 11, 2021
The fact that the Users and Teams dropdown filters in the Deal Activity feed do not save preferences from Deal to Deal is causing us a major pain point. Choices made under 'Filter activity' do stay selected/unselected, but if I make any choices for read more
0 upvote
0 Reply
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