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TimB-Crave
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Member since ‎Aug 10, 2017
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nicolerohrer on May 15, 2020
Customize the Billing Frequency options when creating a new product
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
Reply Idea Products & Quotes
240 upvotes
122 Replies
TimB-Crave
Member
February 26, 2022
I think you are right - they are not listening
TimB-Crave on December 23, 2021
proposed meeting times in an email function
This new function is great - but it misses the basics available with the regular meeting booker. 1. the owner needs to get a notification that a meeting has been booked 2, add reminders that a meeting has been booked need to be send to the other read more
Reply Idea Meetings
40 upvotes
18 Replies
nicolerohrer on May 15, 2020
Customize the Billing Frequency options when creating a new product
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
Reply Idea Products & Quotes
240 upvotes
122 Replies
TimB-Crave
Member
February 26, 2022
I think you are right - they are not listening
DwiP on August 06, 2019
Setting to determine default Quote template choice
When users are creating Quotes, there are 3 Quote Templates Available: Original, Basic and Modern. It would be great if there is an additional settings where user would be able to set the default Quote Template for the portal. For example, setting read more
Reply Idea Products & Quotes
35 upvotes
9 Replies
TimB-Crave
Member
May 14, 2020
need to be able to amend the quote and also be able to set the default length of the quote. Its currents 90 days.
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