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HSUser34
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Member since ‎May 27, 2022
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HSUser34 on October 27, 2022
Allow payment before signatures with quotes
The current quote functionality requires a signature before payment; however, we'd love the ability to reorder this and require payment before signature. If you could add the ability to simply reorder the two steps, that'd be great! Thank yo read more
Reply Idea Payments
0 upvote
0 Reply
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
650 upvotes
180 Replies
HSUser34
Member
September 19, 2022
Looking forward to this! 🙏
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