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Boards

Planned

Integrate with HubSpot Marketing Events Object

In Progress

Quote Template Attachments

Waitlisting for Events

Prompt User Outcome

Complete

Allow customers to optionally include add-on products to a quote

Price Book API Improvements

Ability for a user to specify a backup for approvals.

Allow me to set/update volume pricing through the Price Book Entry API or Upload

Dynamic Line Item Properties

Should be able to specify an approval backup for users

Template that hides bundle members/items

Allow me to create price books through an API

Quote hapily should allow sales reps to remove products from a product bundles or kit and be shown only the options they must replace that product with

Update a Deal when a quote is signed

Enforce E-Signature via Rule/Setting

Calculated Roll-up

Open quote builder in new tab

Allow users to set quote templates based on rules

In the terms library, support hyperlinking

Use functions such as SUM, COUNT, etc, on Line Items within a Quote Rule

Quote Template: Ability to group quote line items by a particular field

Set custom quote terms based on rules

Sales Tax automation

Support customer-specific price overrides

Automatically calculate sales tax for quote line items

Quote hapily should allow customers to build reports where they can individually see deals approved by different approvers

Quote hapily should lock certain line items in a bundle from being removed

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