CRivera

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Christopher Rivera

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jimmycapvidia on February 04, 2021

Products & Quotes: Reports & exporting info

Greetings, is there a way to view or export data (line items) from Products & Quotes? We have several products with several variations, so would like to pull a monthly report for line items / products other than the deal and total deal read more

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CRivera

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March 10, 2021

Hi, does anyone know how to pull a start date into the template? I see it is good for "1 Year" but it would be great if it showed the start date of t...read more

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jmclaren on February 10, 2021

What do you think of the custom quotes functionality right now?

Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more

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3 upvotes

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CRivera

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March 03, 2021

how can I code that into the template to appear after the quote?

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jmclaren on February 10, 2021

What do you think of the custom quotes functionality right now?

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3 upvotes