I am trying to run a report but my billing frequency is not accurately reflecting all of the fields. We are selecting from a drop-down box a Frequency of "One-Time" but when I run a report it only comes back as "(No Value)". The first screenshot i Beitrag ansehen

I would like the ability to quickly copy or duplicate a line item within a deal/quote. I often have the same product enter multiple times in a deal/quote. Said differently, multiple line items will be for the same product. Instead Beitrag ansehen

Our company recently encountered problems creating line items to reflect TCV, ACV, MRR, and billing accurately. Our client is signing a 3-year contract and wants to pay upfront. We want this to reflect in the revenue booking for dashboard rev Beitrag ansehen