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Yann Bouan

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ybn

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Abril 27, 2021

Reply to Increased deal revenue granularity

Quaterone allows you do this type of revenue planning with a nice grid view to easily spread revenues. They can also spread revenue automatically...Leia mais

ybn

Participante

Abril 27, 2021

Reply to Update Stage Properties Require Upon Deal Creation

The stage property should be removed (or removable) from the deal creation form. Today it is imposed by Hubspot as a mandatory field with the pip...Leia mais

ybn on Abril 12, 2021

Set product/line item start date as days from close date

It should be possible to set a line item's or a product's start date as X Days/Weeks/Months from a deal's close date. For products: The default period could be configured in the product's description just like the default term. 1- The salses d Leia mais

Responder Idéia Products and Quotes

4 avaliações positivas

1 Respostas

ybn on Abril 12, 2021

Faster way to add/remove line items

From the deal screen it should be possible to add/remove line items as easily as contacts or companies. Currently the add/edit button takes you to the line item screen then you click on add products then choose custom or library from the menu... Leia mais

Responder Idéia Products and Quotes

5 avaliações positivas

2 Respostas

ybn

Participante

Abril 12, 2021

Reply to Tiered pricing structure based on a product quantity

To keep things simple the best way might be to allow configuration of a tiers as a default discount based on minimum quantity (two input boxes for ea...Leia mais

ybn

Participante

Abril 12, 2021

Reply to Deal lists with Products (Line Items) or more options for Cross Over Statistics

The new custom reports allow some very good cross-reporting but it is a shame to have to recreate all the built-in deals reports just to be able to f...Leia mais

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