Profil

JessKing86
Participant
Membre depuis ‎juin 19, 2018
  • Solutions
    0
  • Réponses
    4
  • Mentions J'aime ajoutées
    115
  • Mentions J'aime obtenues
    0
  • Idées
    0

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Activité

Whitend75 le Septembre 05, 2019
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 Lire la suite
230 Mentions J'aime
63 Réponses
Participant
Janvier 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 ...Lire la suite
AgendaJason le Février 11, 2021
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 Lire la suite
29 Mentions J'aime
8 Réponses
Participant
Décembre 14, 2023
We've needed this for years- being able to share docs with personalized tokens would be a game changer!
Résolues
LDunne le Novembre 22, 2021
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 Lire la suite
2 Mentions J'aime
7 Réponses
Participant
Mai 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 ...Lire la suite
Whitend75 le Septembre 05, 2019
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 Lire la suite
230 Mentions J'aime
63 Réponses
Participant
Janvier 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 ...Lire la suite
jmadore le Mars 11, 2020
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 Lire la suite
95 Mentions J'aime
48 Réponses
Participant
Avril 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...Lire la suite
basil le Janvier 22, 2020
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 Lire la suite
143 Mentions J'aime
40 Réponses
Participant
Janvier 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...Lire la suite
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