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CelineC
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Member since ‎Jul 31, 2023
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  • Upvotes Given
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  • Upvotes Received
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CelineC
Participant
December 17, 2025
Reply to Notification containing all line items when deal is closed
It does, thanks Ruben!
CelineC on December 17, 2025
Line Items Summary
We need to be able to export line items and clearly show them in relation to Deals. What we want: when a Deal is closed, send a notification to a select group of people that includes various details including all the line items that are part read more
Reply Idea Deals
1 upvote
0 Reply
CelineC
Participant
December 17, 2025
Reply to Mandatory Line Items (based on deal stage)
Agreed, this is a huge limitation. On our side we want to have users enter line items when their deals reach a certain stage, but there's no way to p...read more
Solved
CelineC on December 16, 2025
Notification containing all line items when deal is closed
Hello, When a deal is marked as Closed Won, we have it sent up so a notification is sent out to various users to advise them of this. We also want to have a list of all the Line Items (and corresponding quantities, etc) displayed within this notif read more
Reply Discussion Deals Professional
1 upvote
3 Replies
CelineC
Participant
November 05, 2025
Reply to Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]
Making updates to Line Items mandatory when moving a Deal through the pipeline is absolutely necessary. Sending a Task or a Notification to the Dea...read more
CelineC
Participant
April 25, 2025
Reply to Adding page numbers to Quotes
Yes this is a basic feature - when a quote is downloaded and transformed to a pdf it is necessary to add a 1 of XX page numbering module.
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