575 results found
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quote builder and transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
6 votes -
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 -
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.
6 votes -
[Quote Builder]: Change Language for Column Titles
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
6 votes -
[Pricing Table] Section Subtotal Variable or Token
I would like to have variables for the subtotals of each section of a pricing table.
6 votes -
Alternative logic for line item discounts in Quote builder
Option to choose which discount is calculated first in Quote builder. For now, if you use several line item discounts, the percentage discount is applied first even it is added as a second discount.
6 votes -
Ability to increase the number of decimals within product catalog
Ability to increase the number of decimals within product catalog
6 votes -
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
6 votes -
See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
6 votes -
show cost and profit margin per line item even when the document is sent/completed
show cost and profit margin per line item even when the document is sent/completed
6 votes -
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.
6 votes -
Notification Product Catalog Import
Notification Product Catalog Import
6 votes -
Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
6 votes -
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
6 votes -
Section auto numbering
Allow the Pricing Table section to switch on/off auto numbering the sections. Currently we manually add a number in front of the section text.
6 votes -
Passing separate unit discount from Hubspot
There is a need to have the separate column to add a discount per 1 unit (without unit quantity included in calculation) to be passed from Hubspot to the pricing table.
6 votes -
Split the document value
The ability to split the document value: doc value 1 (includes pricing table 1-3), doc value 2 (includes pricing tables 4-5) etc.
6 votes -
6 votes
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Copy / duplicate columns in pricing table
Duplicate price column in a pricing table.
6 votes -
[Quote Builder]: Required option for Quote Builder
Required option for Quote Builder - similar to fillable fields
5 votes
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