Settings and activity
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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.
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Melissa Thrush
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3 votesMelissa Thrush
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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. By combining two current features - "Enabling recipient options" and "Multiple Choice Selection" - you can customize your pricing tables in a way that makes certain items required for customers to select.
- Enabling Recipient Options: Go to the three-dot menu next to the product line in your quote and enable both the "Optional items" and "Quantity editing" toggles.
*Important: Make sure at least one field is assigned to the recipient to interact with the quote.
- Multiple-choice Section: Create a section in the pricing table by clicking '+ Section'.
Right-click the section header and go to 'Recipient options' > 'Enable multiple choice'
More information can be accessed here! I hope these features can help you. If not, please keep upvoting this idea so we can keep considering it every time we work on our roadmap.Melissa Thrush
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8 votesMelissa Thrush
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2 votesMelissa Thrush
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The ability to add conditional discounts would be helpful. Select catalog items #1 and #2, apply $X or X% discount automatically.