5 results found
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SFDC CPQ Workflows support for Quote object
Being able to trigger a PandaDoc CPQ workflow pulling in data from the Quote and Quote Line Items. Currently it is just supported for Opportunity and Opportunity Products.
5 votes -
CPQ Workflows report for tracking usage
We would like to track CPQ workflows usage to see how our users are adopting the new process.
4 votes -
CPQ Workflow - ability to delete workflows under My Workflow items
Delete/remove "test" workflows within our environment that are partially complete.
2 votes -
HubSpot CPQ workflow branching logic
HubSpot CPQ workflow branching logic
cases where want to have two different workflows that are basically the same except one is more restrictive than the other depending on maybe what one of the choices is....if this choice use this workflow or like use this branch. If another choice used this branch, there seems to a like a kind of a node set up in terms of how you connect these things in sequence."2 votes -
HubSpot CPQ edit workflow (version / versioning)
Allow for Versioning to edit HubSpot CPQ workflow
Currently has to copy, rename, update, and republish as the same name as the previous titled workflow for HubSpot to recognize2 votes
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