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Planned

Waitlisting for Events

Allow customers to provide multiple taxable locations for sales tax purposes

Export Price Book Entries

Prompt User Outcome

Show customers multiple quote options

Send Slack notifications to approvers

Integrate with HubSpot Marketing Events Object

In Progress

Should be able to specify an approval backup for users

Allow customers to remove products they don't want from a quote

Dynamic Line Item Properties

Allow me to create price books through an API

Template that hides bundle members/items

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

Complete

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

quote•hapily should be make it easy for users to sell large product bundles

Enable Volume Pricing for products

quote•hapily should allow users to prorate recurring products

More configurable quote templates

Price Books: Apply unique product pricing for the selected price book

QH should allow users to automatically apply a discount percentage to an entire pricebook.

Sync a Quote to a Deal

Determine quote approval requirements based on rules

Let users create (valid) quotes without a Chrome extension

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