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event•hapily
34
quote•hapily
39
saas•hapily
4
Associ8
1
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Planned
3
Quote Template: Ability to group quote line items by a particular field
quote•hapily
2
Allow sales reps to create custom line items
quote•hapily
2
Prevent sales reps from adding custom line items to a quote
quote•hapily
2
Automatically calculate sales tax for quote line items
quote•hapily
2
Support customer-specific price overrides
quote•hapily
4
Ability to show customers multiple quote options
quote•hapily
1
Send Slack notifications to approvers
quote•hapily
2
Integrate with HubSpot Marketing Events Object
event•hapily
3
QR Code
event•hapily
1
Set custom quote terms based on rules
quote•hapily
1
Hide bundle header products on the quote
quote•hapily
In Progress
3
Quote hapily should lock certain line items in a bundle from being removed
quote•hapily
3
quote•hapily should be make it easy for users to sell large product bundles
quote•hapily
4
Automatically apply complex pricing models to line items in quotes
quote•hapily
2
Sales Tax automation
quote•hapily
1
quote•hapily should allow users to prorate recurring products
quote•hapily
2
Quote hapily should allow customers to build reports where they can individually see deals approved by different approvers
quote•hapily
2
Allow users to set quote templates based on rules
quote•hapily
2
Bundles / Kits
quote•hapily
Complete
3
More configurable quote templates
quote•hapily
2
Price Books: Apply unique product pricing for the selected price book
quote•hapily
1
QH should allow users to automatically apply a discount percentage to an entire pricebook.
quote•hapily
1
Sync a Quote to a Deal
quote•hapily
1
Determine quote approval requirements based on rules
quote•hapily
1
Let users create (valid) quotes without a Chrome extension
quote•hapily
1
Event Lead Capture - For companies who ATTEND tradeshows/conferences. Exhibitors, booths, etc...
event•hapily
1
Simple Check In
event•hapily
2
Deal Workflow Action that auto associates contacts to events they attended in event hapily (Automatic Deal > Event Attribution)
event•hapily
1
Multi-Stripe Account
saas•hapily
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