535 results found
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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 -
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 -
Option for Tailored discount
- will allow he user to set tailored discount based on a specific factor
2 votes -
Ability to name each quote in a document and rename variables for each quote
Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc
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 -
Pull SFDC products upon bundling
Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.
The idea is to trigger products fetching event after the bundling event.
2 votes -
2 votes
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2 votes
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Disable pricing table calculations
Customer would like to disable the pricing table's capability to calculate
2 votes -
Ability to change the location of the product image in the pricing table.
Ability to change the location of the product image in the pricing table.
2 votes -
dropdown items linked to a catalog
ability to choose a catalog item to populate the rest of the info on the slide
2 votes -
2 votes
Lindsey Schocke responded
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2 votes
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[Pricing table] option to divide Name column
The option to divide Name column, so you will be able to create 2 separate columns: 1. Name of the product with description 2. Image of the product
2 votes -
Quote builder: notification when product was added by the signer
The ability for the document sender to receive a notification if the recipient added products using the quote builder.
2 votes -
item lines failed to import - catalog
item lines failed to import - "it would be useful to see the error message per line with error"
2 votes -
Disable option for $ in a discount column
Would like the ability to set a table in a document to only have % as an option for the discount section. Or have it as a setting workspace/template wide.
2 votes -
Distribute products into Quote builder sections when pulling products from a CRM
Distribute products into Quote builder sections when pulling products from a CRM
2 votes
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