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JessKing86
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Member since ‎Jun 19, 2018
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Jessica (King) Veiga

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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
JessKing86
Participant
January 29, 2024
@ethankopit it's been YEARS since this feature was rolled out, and there are hundreds of people here saying that this is a massive need- like many ...read more
AgendaJason on February 11, 2021
Personalization Tokens for Documents
I would like to have the ability to upload a document (like a legal agreement) and personalize the document with info found in company, contact and/or deal properties. For instance, I have an NDA that requires a company's legal business name (L read more
Reply Idea Sales Documents
29 upvotes
8 Replies
JessKing86
Participant
December 14, 2023
We've needed this for years- being able to share docs with personalized tokens would be a game changer!
Solved
LDunne on November 22, 2021
Combing upgrade deals with existing renewal deals?
Hi all, We're a SaaS company so recurring revenue is what we deal with. When a new customer closes, we have a renewal deal for next year automatically created. Let's say this customer wants to expand their licenses, how would we add this upl read more
Reply Discussion Enterprise
2 upvotes
7 Replies
JessKing86
Participant
May 23, 2023
The "recurring revenue" reporting and fields, while super redundant, work great except for in THIS area of "combo" deals; ie deals that are renewals ...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
JessKing86
Participant
January 29, 2024
@ethankopit it's been YEARS since this feature was rolled out, and there are hundreds of people here saying that this is a massive need- like many ...read more
jmadore on March 11, 2020
Show total price rather than price per recurring interval with quotes
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p read more
Reply Idea Products & Quotes
96 upvotes
49 Replies
JessKing86
Participant
April 03, 2023
I don't get it- these are the kinds of things that are so so important, and so basic, and they just get looked over. And yet, I see daily releases fo...read more
basil on January 22, 2020
Allow Multiple Conditions for Calculated Properties of Type Count / Sum
It is great that we can count or sum over objects using calculated properties. However, we often have cases where we want to put not just one but multiple conditions. So if we could have filter functionality similar to the normal list filters or wor read more
Reply Idea Contacts & Companies
143 upvotes
41 Replies
JessKing86
Participant
January 04, 2023
Not sur why this would even need to be validated as an idea- we use TONS of calcualted properties, especially with the introduction of custom objects...read more
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