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JGriffiths1
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Member since ‎Oct 18, 2021
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JGriffiths1 on July 11, 2022
Add multiple quotes for different products on the same quote
It would be good to be able to add multiple quotes for different products on the same quote all to the same specification. For example, a customer wants to buy 50 of X which are all customerised to a specific size. However, the customer is unsu read more
Reply Idea Sales Documents
4 upvotes
0 Reply
JGriffiths1 on March 28, 2022
Associating tickets to deals
When creating a new ticket there is currently only the option to associate to a contact or company (unleass creating from the deal page). It would be much more efficiant to be able to simply associate a deal. Can an aoption be added to the bottom fo read more
Reply Discussion Tickets
1 upvote
2 Replies
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
JGriffiths1
Member
March 15, 2022
Am I correct in saying that it is not possible to add options on the quote? If we want to quote a customer for A, B or C with optional extras there i...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
875 upvotes
432 Replies
JGriffiths1
Member
March 15, 2022
Am I correct in saying that it is not possible to add options on the quote? If we want to quote a customer for A, B or C with optional extras there i...read more
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