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rytrom
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Member since ‎Mar 17, 2023
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Roman Rytov

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rytrom on May 23, 2023
Generic payment link
We use SAP B1 for invoice generation for the standar customers who place their sales orders directly (without generating payable quote). When we want to let them to pay directly via ACH or CC we create a custom payment link for the exact amount and read more
Reply Discussion Payments Professional
0 upvote
5 Replies
Solved
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
2 upvotes
5 Replies
rytrom
Participant
April 02, 2023
folks, thanks for chiming in! Each offered approach has its pros and cons and we should go ahead and test it. Apprecoate your input!
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
4 upvotes
12 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
221 upvotes
104 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
Solved
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
2 upvotes
5 Replies
rytrom
Participant
April 02, 2023
folks, thanks for chiming in! Each offered approach has its pros and cons and we should go ahead and test it. Apprecoate your input!
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
4 upvotes
12 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
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