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JessKing86
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Miembro desde ‎jun 19, 2018
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Whitend75 en Septiembre 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 Leer más
Responder Idea Products & Quotes
233 Me gusta
64 Respuestas
JessKing86
Participante
Enero 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 ...Leer más
AgendaJason en Febrero 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 Leer más
Responder Idea Sales Documents
29 Me gusta
8 Respuestas
JessKing86
Participante
Diciembre 14, 2023
We've needed this for years- being able to share docs with personalized tokens would be a game changer!
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LDunne en Noviembre 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 Leer más
Responder Conversación Enterprise
2 Me gusta
7 Respuestas
JessKing86
Participante
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 ...Leer más
Whitend75 en Septiembre 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 Leer más
Responder Idea Products & Quotes
233 Me gusta
64 Respuestas
JessKing86
Participante
Enero 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 ...Leer más
jmadore en Marzo 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 Leer más
Responder Idea Products & Quotes
96 Me gusta
49 Respuestas
JessKing86
Participante
Abril 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...Leer más
basil en Enero 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 Leer más
Responder Idea Contacts & Companies
143 Me gusta
41 Respuestas
JessKing86
Participante
Enero 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...Leer más
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