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civey
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Member since ‎Apr 15, 2019
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Activity

claireWorkCast on February 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
Reply Idea Products & Quotes
155 upvotes
40 Replies
civey
Participant
January 20, 2020
Absolutely agree with tara12. We also need this link to see which products relate to conrecte tickets.
AlexHodgson on April 16, 2019
Clone Quotes
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
Reply Idea Products & Quotes
132 upvotes
61 Replies
civey
Participant
June 19, 2019
Totally agree with previous posts! We would like to clone our quotes drafts as well. It just takes to much time to recreate quotes again and again...read more
JD1 on May 20, 2018
Automatic calculation of TAX (VAT) when creating quotes
Currently, we have to manually calculate the TAX amount when creating a quote. Ideally, we would set the TAX % and have the system automatically calculate the value (in the same way you can with a formula withing MS Excel). Benefits: read more
Reply Idea Products & Quotes
155 upvotes
47 Replies
civey
Participant
April 15, 2019
We don‘t understand eather, why the automatic calculation of tax is not provided by default. In Germany we need the VAT 19% for all the quotes. The ...read more
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