420 results found
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[Quote Builder]: Required option for Quote Builder
Required option for Quote Builder - similar to fillable fields
8 votes -
Ability to delete columns in the pricing table if any of the columns is restricted.
Ability to delete columns in the pricing table if any of the columns is restricted.
8 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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Mass Update Catalog Pricing by Percentage
Mass update of Catalog items price by percentage. Per client- "with the fast rate of inflation we’ve noticed what a pain it has become continuously updating product prices.
It would be a great feature to be able to increase the cost buy ( example 8%) rather than have to calculate 8% and enter that individually. Also if you could tick/highlight multiple products and add 8% that would be amazing. I am having to amend out catalog on a monthly basis at the moment and there is over 150 products to go through"
8 votesLindsey Schocke responded
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Save Products From Pricing Table to Catalog
To have the option to save a product from the pricing table to the catalog for manually added products
8 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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Section Totals (per Section) (SUM)
When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.
8 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Variables for Catalog items: ability to pull the catalog items data through the variables into the document/pricing table
An ability to pull the catalog items data through the variables into the document/pricing table
8 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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Pricing table: quantity as variable
Allow to map quantity of items to certain variables
8 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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Edit text formatting in template when using data merge feature
The ability to edit the pricing table formatting in the template when using the data merge feature
8 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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Show different totals for different product types in a pricing table
Show different totals for different product types in a pricing table. Depending on cell's value and column.
8 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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Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot
When creating a document via HubSpot, the “Total Section Value” and “Total Contract Value” fields automatically show. Would like a way to disable this so that we don't have to hide them after generating the document.
7 votes -
Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
7 votes -
Hide pricing table if no products were populated
The ability to set a rule where if a data merge does not populate any information into a pricing table from the CRM, that table will not appear.
7 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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Variables for the quote builder
Variables for the quote builder
7 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Ability to sum pricing table variables across multiple tables
I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.
7 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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pricing table recurring
Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.
7 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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7 votes
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Quote Builder - Multiple choice in Quote sections
Add the ability to enable a recipient to select just 1 option within multiple options within a quote section
7 votes -
Option to hide the Subtotal and Total lines below the Quote Builder
- Will allow the user to hide the Sub total and the Total same as on the pricing table.
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Hide pricing table column if there is no value once the document is generated.
Pricing table column will be hidden if there is no value once the document is generated.
7 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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The ability to center / align all information in the pricing table (QTY, Price, etc).
Right now, we can only center the text for text columns.
7 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!
