24 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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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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Set max number of items in Volume-based Pricing
I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option
2 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.
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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restrict adding/editing product catalog for some users
how can I restrict access to adding items in the product catalog without changing the account role
1 voteHi. 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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