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KelHill
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Member since ‎Dec 23, 2021
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KelHill
Member
February 11, 2025
Reply to Allowing signature forwarding on quotes
Would be very useful in many use cases. Specifically who signs on behalf of the purchaser should remain flexible throughout the process.
KelHill on May 28, 2024
Enable control of signature order on quotes
When specifying who must sign a Quote, it would be useful to be able to also specify routing in a specific order — who must sign first, second,, third and so on. Currently our internal co-signature is only requested after the customer has signed, b read more
Reply Idea Products and Quotes
10 upvotes
3 Replies
KelHill
Member
May 28, 2024
Reply to Deal Line Item Editor Personal / Global Column Preferences
Agree that user column preferences should be personal, not global. Admins should also be able to configure which columns are 'standard' for the butto...read more
KelHill
Member
May 07, 2024
Reply to Filtering snippets
Very much needed to filter different types of snippets for each type of field where snippets can be used. It is painful to find the right snippet whe...read more
KelHill
Member
April 05, 2024
Reply to Customize the Billing Frequency options when creating a new product
Billing Frequency is different from Pricing Model per Product. These should be two different fields. We have some products that have a setup fee...read more
KelHill on September 29, 2023
Enable product pricing 'per transaction' and 'per user'
Many software products or product components charge a fee per transaction, or a fee per user, rather than a flat fee per month. It would be very helpful if such pricing schemes could be configured in products and in line items on quotes.
Reply Idea Products and Quotes
3 upvotes
0 Reply
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