gr8m8k8

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Kate Woollard

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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

874 upvotes

432 Replies

gr8m8k8

Participant

June 25, 2020

We would find it useful if templates can be assigned to different groups, ie template for retail sales and a different template for commercial sales....read more

Solved

danielseidl on May 28, 2018

How to filter for contacts with certain email subscriptions?

I want to check which contacts have already subscribed to our email subscriptions we have set up (For GDPR conformity) . I cannot find a corresponding filter set in the CRM. Can you let me know how to set up a filter or list to get this report / Con read more

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12 upvotes

12 Replies

gr8m8k8

Participant

June 02, 2020

Thank you, Pam. That solved the issue. We don't have the right subscription to view this feature. Kate

Solved

danielseidl on May 28, 2018

How to filter for contacts with certain email subscriptions?

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12 upvotes