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JW_Utility
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Member since ‎Apr 5, 2023
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John Whitehead

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JDeWolf on April 17, 2023
Tagging a Quote as "Primary"?
Hey all - I'm coming from Salesforce CPQ where we always had the functionality to tag a quote as primary. I can't figure out how to do this. The use case: We need to report on line items for our pipeline but in the case a Deal has multiple quot read more
Reply Discussion Enterprise
6 upvotes
2 Replies
JW_Utility
Participant
May 16, 2023
This is another must-have feature that is missing. Sometimes deals run several months and multiple variations. When we run a report to see which quot...read more
Whitend75 on September 05, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
Reply Idea Products & Quotes
233 upvotes
64 Replies
JW_Utility
Participant
May 16, 2023
This seems to be pretty basic functionality that is a huge miss for HS. Has anyone found a way to get around this issue via a workflow? Workflow ne...read more
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