Settings and activity
7 results found
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663 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, 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.
Kelly Johnson
supported this idea
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439 votes
Hi. 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 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.
Kelly Johnson
supported this idea
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42 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
Kelly Johnson
supported this idea
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109 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Kelly Johnson
supported this idea
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An error occurred while saving the comment -
10 votes
An error occurred while saving the comment Kelly Johnson
commented
Putting the attachments after the quote is not an intuitive place. My customers are expecting the attachments to be on the email.
Kelly Johnson
supported this idea
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33 votesKelly Johnson
supported this idea
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66 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas.
Yes, or in the template just have a calendar field for expiration date and the user selects the expiration date they need. Calculating days is backwards to how we think about expiration dates. E.g. If we want the sales to go through before the end of the quarter it is easier to select Sept 30 than calculate the number of days to hit sept 30