632 results found
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Option to expand product description
Option to expand product description, for example, each service to be clickable and either a pop-up or a dropdown will show up with the description/conditions of the service.
2 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 video below:
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add GST currency ( Green Satoshi Token) to the document value
add GST currency ( Green Satoshi Token) to the document value
2 votes -
Move Pricing Table Properties to the Pricing Table Theme Settings
Move the pricing table properties to the pricing table section on the right side, rather than clicking on the pricing table and going to properties that way. It's not intuitive.
2 votes -
Allow Product Bundles to be set with recurring pricing
We are a service based business and most of our catalogue items are monthly recurring. We want to create service bundles and charge those on a recurring basis
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team.
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 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 this scenario:
- You can use Quotes and write approval rules to use quote variables.
- Please see this link for more info: Conditional Approvals in Quote Builder
We hope this release 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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Conditional smart content for images to populate in pricing tables
conditional smart content for images to populate in pricing tables
Ex. if "x" product is selected, a condition is in place to add "y" image within a pricing table row.2 votes -
Do not require the Type column when importing products to the Catalog
Do not require the Type column when mass importing to the product catalog
2 votes -
Superscript in Product catalog
Option to have superscript in the Product catalog
2 votes -
Remove a line item in the pricing table if a rule is not met
set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)
2 votes -
Calculate a total for a pricing table plus a regular table
Calculate a total for a pricing table plus a regular 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 -
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.
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, just reply to this email!
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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 -
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
2 votes -
2 votes
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Ability to change the order of grand total section of Quote Builder
Ability to change the order of grand total section of Quote Builder
2 votes -
Catalog - CSV additional settings format
Ability to import a CSV file with comma format on Cost and Prices.
2 votes -
convert a quote builder block from a proposal into a spreadsheet
convert a quote builder block from a proposal into a spreadsheet
2 votes -
2 votes
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