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awestphal10
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Member since ‎Dec 22, 2017
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Andrew Westphal

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awestphal10 on July 12, 2024
Make it easier to measure YOY Comparison on Custom Builder Reports
When using the more advanced custom builder, the COMPARE BY tool is not as user friendly as it needs to be. The #1 thing we are always looking to measure is a YOY comparison on anything and everything. The fact that I can not simply measu read more
Reply Discussion Reports
15 upvotes
1 Reply
awestphal10
Member
September 07, 2023
Reply to Sequences: Remove 90 day limit in delay
OMGOODNESS -- Please fix this? 😞 I need the robots to help me more...
awestphal10
Member
April 11, 2023
Reply to Ability to lock down existing line item properties
Yes, please fix this. Companies HAVE to add more and more products over time, which means older products should become obsolete. By not allowing us...read more
awestphal10
Member
November 15, 2021
Reply to Invoices - enable editing and partial payments
In other quoting tools like PANDADOC, they allow you to choose any custom amount you want to "charge," not necessarily being the FULL AMOUNT. Thi...read more
awestphal10 on November 15, 2021
HUBSPOT Quoting Tool and integration with Stripe
Hi There- Currently you can not ENGAGE the stripe integration on creating a quote IF you provide a 100% discount on any LINE ITEM. I have no idea why this would be the case, but oftentimes we sell a machine/product and "comp" a free accessory. read more
Reply Idea Integrations
0 upvote
0 Reply
awestphal10 on June 23, 2021
Allow DROP DOWN on the NAME of LINE ITEMS
With this new cross object report builder, I can no longer click on "Line Item" and see all of my options in a drop down to choose when filtering. I can go by PRODUCT ID, or by the name, but it's an open text field. Very, very frustrating as read more
Reply Idea Sales Reporting
1 upvote
0 Reply
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