Allow sales reps to create custom line items
under review
Ryan Huff
Merged in a post:
Allow for Custom Line Items
C
Connor Jeffers
I want to use custom line items sometimes, but control them with rules. I want users to dd custom line items to deals, but route those to require approval for my deal.
Ryan Huff
Merged in a post:
Prevent sales reps from adding custom line items to a quote
Ryan Huff
quote•hapily doesn't currently support creating Custom Line Items. However, if it did, it would also be helpful to be able to prevent users from creating them in certain situations.
Ryan Huff
under review
Ryan Huff
planned