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Bundles (4)
Templates (7)
Rules (14)
Price Books (9)
Approvals (7)
Quoting (14)
Reporting (1)
Show customers multiple quote options
Sales reps need to be able to build multiple quote options that a customer can choose from and sign.
4
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planned
6
Export Price Book Entries
Price Book Entries are the records that define the assignment of a product to a Price Book and include the price adjustment data. Request: Allow users to export the "entries" of a price book, including price adjustment data.
1
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planned
2
Prompt User Outcome
When a certain set of conditions are met (ex: discount exceeds a certain value) prompt user to fill out a field/fields (like "discount reason") to proceed with the quote.
3
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planned
3
Allow customers to provide multiple taxable locations for sales tax purposes
quote•hapily supports a single taxable location today. We have multiple taxable locations, and need to be able to reflect that in order to get accurate quotes.
2
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planned
2
Send Slack notifications to approvers
Notify approvers via Slack that they need to review a quote for approval.
2
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planned
1
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