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LI
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Member since ‎Dec 7, 2017
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  • Upvotes Given
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  • Upvotes Received
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Danielle Wuchenich

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Activity

Aaron-WC on July 01, 2020
Tax Jar Integration with Quotes
Hi, I have an idea to save sales teams a lot of time, and make finance teams really happy. I recently discovered Tax Jar, which allows finance teams to create tax settings that sync to your organizations order management softwares, and can be calle read more
Reply Idea Products and Quotes
12 upvotes
5 Replies
LI
Participant
August 25, 2021
Avalara integration would be ideal as that's what we're using with finance
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
Reply Idea Dashboards & Reports
338 upvotes
108 Replies
LI
Participant
July 30, 2021
SAMEEEEEE
bcook on September 26, 2018
Ability to create product groups/bundles/kits
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once read more
Reply Idea Products & Quotes
160 upvotes
59 Replies
LI
Participant
July 02, 2021
Following onto that - I'd this specifically in the reporting functionality - so you can report on the performance of individual products OR products ...read more
Rangrachel on June 03, 2021
Associate existing quote to a different deal
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
Reply Idea Products and Quotes
82 upvotes
39 Replies
LI
Participant
June 10, 2021
We've encountered multiple times the need to move a published quotation to a new deal for one reason or another. Would be great if you could associat...read more
LI on June 10, 2021
View report history
We are using a lot of shared reports, and it would be great to see the edit history or at the very least who last modified the report (just like you can see with other contact property changes etc). Thanks!
Reply Idea Dashboards & Reports
10 upvotes
1 Reply
adamperri5 on August 21, 2019
Notifications for Quotes upon payment
Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way read more
Reply Idea Products & Quotes
46 upvotes
24 Replies
LI
Participant
December 03, 2019
+1 to this idea, yes please!
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