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GrahameAndrews
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Member since ‎Dec 19, 2021
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Grahame Andrews

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MMT on September 30, 2020
QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide. Feature request Terms and conditions - allowing our company terms and read more
Reply Idea Products and Quotes
83 upvotes
22 Replies
GrahameAndrews
Member
August 23, 2023
This doesn't quite solve the problem. The 1ClickTools Add Tax function only works once you create the quote and then exit it (before publishing). Yo...read more
MMT on September 30, 2020
QUOTES - Default settings for all quotes (terms, tax settings, expiry of quotes)
MOST CRM platforms that integrate with Finance systems, or systems that are able to generate QUOTES, will allow for preconfigured settings for all quotes, company wide. Feature request Terms and conditions - allowing our company terms and read more
Reply Idea Products and Quotes
83 upvotes
22 Replies
GrahameAndrews
Member
August 23, 2023
This doesn't quite solve the problem. The 1ClickTools Add Tax function only works once you create the quote and then exit it (before publishing). Yo...read more
ALindroos on March 29, 2022
Remove the association to 5 recent deals when customer replies to an email
Our customer in travel/event business has a problem with deal associations in emails . When they send an email to a customer (from HubSpot), they can choose the deals they want it to be associated with /logged to, and there is no problem with that. read more
Reply Idea Deals
2 upvotes
2 Replies
GrahameAndrews
Member
July 20, 2022
We also have the same problem. Our Deals get clogged up with loads of irrelevant information (from emails sent from our customers). The association ...read more
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