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SVenkatesan
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Member since ‎Nov 1, 2022
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Srihari Venkatesan

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SVenkatesan on January 17, 2024
Billing Frequency Behaviour
Assume in my products list, I have a plan called "PLAN A" where the unit price of this product is 600 $ per year meaning my billing frequency is set to Annual. I'm trying to use this product in my line item or quote. My line item looks like IM read more
Reply Discussion Billing Enterprise How-To Integrations Sales
1 upvote
3 Replies
SVenkatesan
Participant
January 17, 2024
So, every time I have to create separate products for each billing frequency. In that case, is it possible to restrict billing frequency changes by ...read more
Solved
SVenkatesan on November 01, 2022
Adding Line Item Properties in Custom Quote
I would like to know possibility of adding line item property (Pre Discount Amount) in Custom Quote Template under Line item module.
Reply Discussion
2 upvotes
9 Replies
SVenkatesan
Participant
January 17, 2024
You can increase it in Repeater Options like this @DC1984 @sskias-ink
Solved
SVenkatesan on January 17, 2024
Billing Frequency Behaviour
Assume in my products list, I have a plan called "PLAN A" where the unit price of this product is 600 $ per year meaning my billing frequency is set to Annual. I'm trying to use this product in my line item or quote. My line item looks like IM read more
Reply Discussion Billing Enterprise How-To Integrations Sales
1 upvote
3 Replies
SVenkatesan
Participant
January 17, 2024
So, every time I have to create separate products for each billing frequency. In that case, is it possible to restrict billing frequency changes by ...read more
SVenkatesan on May 04, 2023
Quote Based Workflow Re-Enrollment
1. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. 2. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. So Whenever a quote is "pu read more
Reply Discussion SalesOps
0 upvote
1 Reply
Solved
SVenkatesan on December 19, 2022
Add additional property to Line item
I would like to add a commission or special discount property for each line item and it should taken in to Final price calculation. Basically , is it possible to change formula of Net price calculation.
Reply Discussion
1 upvote
2 Replies
SVenkatesan on December 17, 2022
Get additionalFees details from API
Hi , I would like to know, is there any possibility to get additional fees details (Discount or Tax or Fees) given for each quote through a API. Refer below screenshot
Reply Discussion
0 upvote
1 Reply
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