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CSellers
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Member since ‎Feb 19, 2021
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Chris Sellers

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Pasqual on April 29, 2021
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea read more
26 upvotes
16 Replies
Member
September 17, 2022
Cloning a quote is not useful without this. This is a big oversight in this feature. We need this as well.
Rangrachel on June 03, 2021
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
49 upvotes
30 Replies
Member
July 20, 2022
Definitely upvoting this -- it would be great to have this functionality!
CSellers on September 09, 2021
when enrolling in bulk, you have to edit the placeholder personalization tokens per contact. To save me creating loads of different sequences, it would be preferable to be able to be able to edit some of the placeholder text for all enrollments rath read more
1 upvote
0 Reply
AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
123 upvotes
59 Replies
Member
September 20, 2022
This would be really helpful. My coworker has done all the leg work that could be used for another deal, but im unable to do and being forced to recr...read more
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