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rytrom
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Roman Rytov

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Activity

robertovergani on January 04, 2022
Quote custom field in template
Hi all, is there a way to add a custom field in the QUOTES and let the client fill the value in the form they receive together with their approval? Most of our clients must add their specific internal order number (a simple text string) I've s read more
Reply Discussion Sales
2 upvotes
9 Replies
rytrom
Participant
March 21, 2023
Found that the out of the box templates behave differently: " CMS Quotes Theme" does not allow seeing the custom fields in the product table but the ...read more
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
143 upvotes
62 Replies
rytrom
Participant
March 21, 2023
Seemingly quite simple functionality to implement, really needed it for large companies, epecially under audit. Give us something simple to start wit...read more
rytrom on March 20, 2023
Managing a scaling up multi-year opportunity
Team, what is your suggestion to manage the following case. There is a product that we're collaborating with a customer from its inception to a full scale up and such a project spans over 3-4 years. We start with a feasibility study (makign mere read more
Reply Discussion Professional
1 upvote
3 Replies
robertovergani on January 04, 2022
Quote custom field in template
Hi all, is there a way to add a custom field in the QUOTES and let the client fill the value in the form they receive together with their approval? Most of our clients must add their specific internal order number (a simple text string) I've s read more
Reply Discussion Sales
2 upvotes
9 Replies
rytrom
Participant
March 21, 2023
Found that the out of the box templates behave differently: " CMS Quotes Theme" does not allow seeing the custom fields in the product table but the ...read more
rytrom on March 17, 2023
Adding INCOTERMS and payment terms
Can't seem to figure out how to add to the quote the standard shipping terms (based on incotemrs). We have a GA and a WI location and ship from both. Would love to see when issueing a quote an option to specifiy something like: EXW GA or FCA WI or read more
Reply Discussion Professional
0 upvote
1 Reply
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