Use functions such as SUM, COUNT, etc, on Line Items within a Quote Rule
under review
K
Kye Bessant
It would be great if we could apply functions to properties for roll-up calculations for Quote Rules (similar to Roll-up Properties in HubSpot)
For example: Line Items that have a Product Type of X AND SUM to a value of $5,000 or greater.
This is a must for those looking to create rules for handling an organisation's Discount Rules based on the quoted value by line item categorisation.
Ryan Huff
Thanks Kye Bessant! Great idea.
Ryan Huff
under review