576 results found
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Calculate a total for a pricing table plus a regular table
Calculate a total for a pricing table plus a regular table
2 votes -
Payment Gateway Toggle in a Document
As a Operations Manager, I'd like to be able to allow my team to toggle payment gateways when creating proposals. For example, proposals with smaller amounts but are subscriptions to be paid by Stripe. Larger one-off contracts to be paid with Quickbooks. This would allow me to get better terms and improve scalability.
1 vote -
[Quote Builder]: Support Quotes on DocX Download
Currently, quotes from Quote Builder do not display on a docx download, only PDF. Adding support for this feature on Docx downloads.
16 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Product Catalog - Ability to display video or a preview and not just a hyperlink
Product Catalog - Ability to display video or a preview and not just a hyperlink
1 vote -
1 vote
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Automatically order products by SKU when adding to pricing table
Automatically order products by SKU when adding to the pricing table
2 votes -
pre-select item in quotes and lock it so that the customers won't be able to edit it
Pre-select the product for the client in quotes and lock it so that they cannot edit it.
2 votes -
Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
7 votes -
Including Bundle Item Prices in Quote Builder Subtotal
The customer desires the ability to include the price of the bundle item in the quote builder, contributing to the subtotal.
1 vote -
Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table
Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.
1 vote -
Product bundle: automatic update
Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
For now, only regular products are updated in template.2 votes -
Update document value if specific radio button is checked
Update document value if specific radio button is checked
2 votes -
Ablity to edit font size in quotes
Ability to edit font size in quotes after CRM data merge
1 vote -
Pricing Table will update once line item is added on the Deal [CRM]
- Will allow the changes like added lin items will reflect on the pricing table
3 votes -
Option to let a recipient choose one of the quotes in a document
Option to let a recipient choose the whole quote if there are any in a document
2 votes -
Add sub-bullet points to the bullet points in the catalog.
Now it is only possible to have bullet points in the description, but there is no way to add sub-points under bullet points. Could we add bullet points to the bullet points in the catalog?
1 vote -
Different pricing tiers per product
Will allow the user to set different pricing tiers per product.
1 vote -
Option for Tailored discount
- will allow he user to set tailored discount based on a specific factor
2 votes -
Conditional discount based on recipient
Option to apply coefficients for different groups of clients, i.e. to offer them discounts or on the contrary to increase the cost
1 vote -
Add option to create product variations
It would be helpful to have an option to create product variations. For example, we sell contracted services for one year, 2 year, 3 year or 5 year terms. These services have a different monthly price depending on the contract term. Currently, I have to create a separate product for each term, which adds a lot of extra products to my catalog. Instead, it would be nice to add the different prices for each contract term under one product in the catalog as a variation, and then be able to select the variation of the product from a dropdown when…
6 votes
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