Pricing table: disable the option for the recipient to select products if the field is assigned to them
Wants to have all products listed on the pricing table and select which ones, before sending, that the recipient is purchasing. To do that, you have to enable “optional item” for those products. However, we also have added fields to the document for the recipient to sign, but adding these fields also allows the client to change the product selections on the pricing table. Looking for a way to eliminate that.
4
votes
Savannah Faulkner
shared this idea
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Jaynna Ellis Dela Llana commented
Ability to select from the pricing table or CPQ even if there's no field in the document or signer in the document.
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Would also like this option for Quote Builder