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CNeira
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Member since ‎Jan 26, 2023
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Carlos Neira

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CNeira
Participant
October 08, 2024
Reply to Deal sections / sub-headers
@nwcarlson We already implement same solution using custom quote templates
CNeira
Participant
May 30, 2024
Reply to Clone Quotes
@NBach thanks for answering, as @jj12stars m y use case have very similar items over diferent deals and it would be so time-saving to Clone a quot...read more
CNeira
Participant
May 07, 2024
Reply to Associate existing quote to a different deal
Is there any update on this? cloning quotes and adjusting their deal association is an essential feature
CNeira
Participant
May 07, 2024
Reply to Feature to take a cloned quote and associate it with a new deal
@ethankopit Is there any update on this? cloning quotes and adjusting their deal association is an essential feature
CNeira
Participant
May 07, 2024
Reply to Clone Quotes
@ethankopit Is there any update on this? cloning quotes and adjusting their deal association is an essential feature
CNeira
Participant
October 20, 2023
Reply to Export quotes data to an excel spreadsheet
It is possible to export all the quotes and line elemtes information using an application like Skyvia that even has the possibility of converting i...read more
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