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KZammit
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Member since ‎Dec 16, 2021
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Keith Zammit

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susanmartin2006 on July 22, 2020
Custom product properties on Quotes
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more
Reply Idea Products and Quotes
254 upvotes
90 Replies
KZammit
Member
January 05, 2022
As a Custom Quote Beta user, this is a MUST for this BETA to be of any use! The whole idea of the Custome Quote builder is to add custom product fi...read more
Lucila-Andimol on June 15, 2021
Cancel or Delete Approved/Signed Quotes
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Reply Idea Products and Quotes Sales Documents
114 upvotes
51 Replies
KZammit
Member
December 16, 2021
There should at least be functionality for a super admin to remove quotes, or even to be able to send out an email for the signers to accept that the...read more
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