594 results found
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Track Proposal Price without requiring that price be in a price block.
Sometimes the pricing table is too clumsy and and not editable enough to allow it to be used. In such situations, we simply include a price in a token. But doing it that way, that price is not calculated or included in tracking. So it would be very helpful to allow pricing to be tracked by a special token (or several) instead of them only being tracked when used in a pricing table, especially if that pricing table is not used.
2 votes -
Customer and Product Driven Discount Tables
Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.
i.e. Custom Field for catalog item "Product Code" = "Accessory"
In the pricing table pull in product code and extend discounted net based on customer.
Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.2 votes -
Different currency for pricing table's subtotal and total
Let's say 1$ = 2.7 BYN. Let's imagine that subtotal = total in our case and in subtotal we 27BYN. Than the feature request is to be able to set $ currency for total and the total will be calculated as $10
2 votes -
Add Section wherever in the Pricing table
Add Sections to the middle of the pricing table when it's already been created.
2 votes -
2 votes
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Price locking in product catalog
Price locking in products in catalog
2 votes -
Customer Specific Pricing
Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.
2 votes -
ability to place a single catalog item to multiple folders
ability to place a single catalog item to multiple folders
2 votes -
[Catalog] Order by SKU code
The option to make the articles to be ordered by default within their folder by the SKU code (catalog).
2 votes -
Move Checkbox
Ability to adjust were the optional checkbox falls in a pricing table
2 votes -
[Workflows] Add dynamic content in the email message body
Able to add dynamic content from previous steps in the workflow builder such as first name and last name of the recipient from CRM, Form or Quote.
1 vote -
Markup Input and Adjustment
I would like the ability to input markup in the Catalog and to see / override it in pricing tables to create the customer price instead of manually having to calculate price vs cost.
1 vote -
Apply section-level % discount to all the recurring payments, not just the initial payment
Apply section/quote-level % discount/fee/tax to all the recurring payments, not just the initial payment
1 vote -
Profit&Margin permissions: limit access for certain users
Ability to hide the purchase and margin option for certain users.
1 vote -
1 vote
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Lock fields in section/quote footers from editing by sales reps in Quote Builder
As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.
1 vote -
Update prices without having to download the entire catalog
Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.
English:
Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.1 vote -
Editable subtotals, columns and smart fields
Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text
Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal
We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row
We ultimately just need the smart fields to…
1 vote -
Ability to create active subscriptions instead of the scheduled ones
Ability to create active subscriptions instead of the scheduled ones
1 vote -
Add "add to top of section" option when adding products in pricing table
Currently, when you click add products, it automatically adds them to the bottom of the section.
Some of my templates have things at the bottom and I want them to stat at the bottom.
I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them1 vote
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