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
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
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).