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JWan1
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Member since ‎Sep 5, 2024
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Jenny Wan

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JWan1
Participant
April 23, 2025
Reply to Remove, or Options to keep or remove Taskbar
Yes, please give us the option to turn off the task bar at the top of the page. It's not helpful to me and it's distracting. I would much rather just...read more
JWan1
Participant
February 05, 2025
Reply to Delay until event happens should have multiple options
We have a similar need. We'd like to delay the workflow until three events have happened. For example, we need to have 3 key properties filled in. We...read more
JWan1
Participant
January 17, 2025
Reply to Format line item headers and descriptions in quote design templates
I agree on this. I'd like to be able to do some formatting of our line items, such as bolding and using bulleted lists to describe the line item.
JWan1
Participant
January 17, 2025
Reply to Quotes without line item pricing
Thank you, @MarketingMagpie , this is really helpful. How does the pricing show on your actual quotes when you do this? We'd like to turn off the un...read more
JWan1
Participant
January 15, 2025
Reply to CC in Sequences
Yes, please add this. I don't want to have to forward every sequence email to every person who needs to see it. This would be a huge advantage!
JWan1
Participant
January 14, 2025
Reply to Additional detail in quote signed email notifications
On a similar note, we'd like to be able to change the wording that appears on the email notifications that go out about quotes. For example, we'd lik...read more
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