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KEberhardt
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Member since ‎Mar 30, 2023
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Kurt Eberhardt

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Solved
Akinn005 on July 15, 2022
Customize Meeting Confirmation
In the sales meetings tool, please allow users to customize the confirmation email.
Reply Discussion
59 upvotes
9 Replies
KEberhardt
Participant
April 05, 2023
This would be a great feature; even basic branding on the confirmation page would be appreciated. Currently it is quite bland.
MWilliams3 on June 18, 2022
Batch quotes best practices
Hey folks, I'm just hoping get some input on best practices / highest automation for the following use case. I have a Professional bundle and also Zapier. We run a school - I'll need to send out 150+ quotes once every 3 months of which the read more
Reply Discussion
0 upvote
4 Replies
KEberhardt
Participant
March 30, 2023
" Please tell me there is a way to generate the quotes that doesn't involve me sitting there and creating 150+ quotes 3 times a year manually one at ...read more
Solved
NVejby on January 29, 2021
Automatically create quote when deal is moved to new deal stage
Hi! I wanted to create a workflow that automatically creates a new quote when a deal is moved from any stage to another specific stage in the pipeline. Does anyone know if this is possible?
Reply Discussion Professional Sales
25 upvotes
10 Replies
KEberhardt
Participant
March 30, 2023
"The automation doesn't exist, as a workaround, you can do it manually" Hillarious; has this been updated yet 2 years later?
traviskl on July 06, 2022
Set Line Item property in Workflows
It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option. This would help us as we have revenue reporting fields on our line items/produc read more
Reply Idea Products and Quotes
89 upvotes
27 Replies
KEberhardt
Participant
March 30, 2023
This is very important for our organization. How else can we automate building quotes that need line items displayed?
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