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ARanucci
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Member since ‎Sep 2, 2023
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Anthony Ranucci

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ARanucci on December 28, 2024
Add ability to insert Service objects into Quotes along side Product line items
We often want to quote soft services along side products as part of a client proposal/quote and would be great to be able to incorporate them as an insertable line item like we do in the product table.
Reply Idea Products and Quotes
1 upvote
1 Reply
ARanucci
Member
December 28, 2024
Reply to Adding Alternative and Optional Products to Quotes
I agree this would be valuable. We have created somewhat of a work-around for this by creating a product property to describe the customer obligatio...read more
ARanucci
Member
December 28, 2024
Reply to Add Calculated Fields to the Product Object
Completely agree. This would be a big win for us when quoting line items that are priced using multiple variables.
ARanucci
Member
November 14, 2024
Reply to Custom property of type URL
Agree this would be extremely useful when linking to externally published media sources or approved assets housed in a file storage system
ARanucci on March 05, 2024
Quote <> DocuSign Improvements
We are currently looking to better utilize DocuSign and HubSpot Quotes to align our client service work. Two improvements that would help: 1. Integrate DocuSign Click as a one-click approval clickwrap function for approving quotes by a cus read more
Reply Idea Deals Integrations Products and Quotes
0 upvote
0 Reply
ARanucci
Member
February 29, 2024
Reply to Revenue by month based on the line item information
Yes, this is also a level of visibility we are trying to create. As an agency, we charge clients recurring management fees and when they are added t...read more
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