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AThompson1
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Member since ‎Dec 15, 2021
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Angie Thompson

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AThompson1 on April 19, 2022
It is common that our client will make multiple quotes for one deal. I need to be able to identify which one is approved/sold and then create a workflow (to process the sale via their internal system). It is also necessary to keep any declined quo read more
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AThompson1 on March 18, 2022
Is there a way to have properties appear dynamically in the Deal when certain properties are filled out? example: A single deal could have multiple quotes and multiple shipping locations. I created a section in the Deals titled "Order Informat read more
0 upvote
3 Replies
Participant
March 21, 2022
Thank you for the ideas - I will try one of these options.
Solved
AThompson1 on March 18, 2022
Is there a way to have properties appear dynamically in the Deal when certain properties are filled out? example: A single deal could have multiple quotes and multiple shipping locations. I created a section in the Deals titled "Order Informat read more
0 upvote
3 Replies
Participant
March 21, 2022
Thank you for the ideas - I will try one of these options.
AThompson1 on January 12, 2022
Unit Price & Net Price are fields that can not be changed on the line item/quote. I would like to suggest that we have the ability to change the name (keeping all other formats and calculations).
1 upvote
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