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Boards

Planned

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

Allow sales reps to create custom line items

Prevent sales reps from adding custom line items to a quote

Automatically calculate sales tax for quote line items

Support customer-specific price overrides

Ability to show customers multiple quote options

Send Slack notifications to approvers

Integrate with HubSpot Marketing Events Object

Set custom quote terms based on rules

Hide bundle header products on the quote

In Progress

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

Automatically apply complex pricing models to line items in quotes

Sales Tax automation

quote•hapily should allow users to prorate recurring products

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

Allow users to set quote templates based on rules

Complete

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

Event Lead Capture - For companies who ATTEND tradeshows/conferences. Exhibitors, booths, etc...

Simple Check In

Deal Workflow Action that auto associates contacts to events they attended in event hapily (Automatic Deal > Event Attribution)

Multi-Stripe Account

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