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KelHill
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Member since ‎Dec 23, 2021
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KelHill
Member
January 14, 2026
Reply to Cancel or Delete Approved/Signed Quotes
Why is the previous comment "Delivered"? I believe Quotes are still not able to be deleted. Admins should be able to delete them because there are ma...read more
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
12 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
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