Member since ‎Mar 3, 2021
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Jessica Oakley

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brotelli on June 25, 2020
We should be able to extend the expiration date or reactive a quote without having to create a brand new link each time. Our quotes as a rule are only good for 30 days and there are times that on day 32 or 33 the client would like to purchase but I read more
November 13, 2022
This is pretty critical if you're spending e-signatures each time you re-call. Can we please get some movement on this feature request? Thanks
Alexrott on April 06, 2022
So I found this: the accepted solution is honestly not acceptable. We face the problem that some properties that we want to delete are blocked by some random v read more
1 upvote
3 Replies
October 04, 2022
This is pretty critical, how do we get this moving please?
dm_esfa on November 16, 2017
Hi all We intend to create some custom company fields eg number of employees. Can we filter contacts by their linked company fields? I wish to end up with a list of contacts to get in touch with. It seems like we're restricted to filte read more
11 Replies
September 04, 2022
This functionality is really needed. The lists are a clunky work around and doesn't work effectively. We have 24 servers and counting, 750+ more
krogala on January 22, 2021
Here is the basic issue I am running into: - I create a deal and add a Quote with line items to send to client. They pay using Stripe integration, and deal moved to Closed Won via workflows. The Deal Amount is auto-updated. - The deal is no read more
2 Replies
August 30, 2022
I also need a metric to record when we renew a deal with an upsell amount. Important to have it seperated by renewal of existing income and what more
sales on December 09, 2021
Hi all, Edit - we're Saas, annual term, one product company I'm curious how you all are tracking expansion bookings when they're aligned with a renewal. We've got two funnels (new bookings and renewals) and IMO it's best for reporting to have two read more
0 upvote
10 Replies
August 30, 2022
Hi, Wondering if you would have an example of how this might work please? I'm happy to build out our product area of this will help the upsell more
hannahflat on May 06, 2021
Right now if you want to merge company records and any of those are set as either a parent or child record, you have to first remove that relationship before you can merge them. When they are related to 1 or 2 companies that isn't too much of a read more
15 Replies
August 26, 2022
This is pretty critical, can we get some movement on this one please?
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