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quote•hapily
Description
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Bundles
Templates
Rules
Price Books
Approvals
Quoting
Reporting
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Bundles (4)
Templates (5)
Rules (4)
Price Books (3)
Approvals (4)
Quoting (7)
Reporting (1)
Automatically apply complex pricing models to line items in quotes
Automatically apply pricing based on complex models like volume-based pricing, tiered pricing, etc. Right now, we're thinking of this in similar terms to how Stripe models pricing.
3
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planned
4
quote•hapily should be make it easy for users to sell large product bundles
Wholesaler sells a product bundle that includes 150 products automatically included on the quote, sales reps are currently adding 150 products one by one. So having the products automatically laid on the quote when they select a bundle is very helpful. Each line item needs a price so their distributors can see the whole sale price so they know how much to price it at the retail level
1
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planned
3
Quote hapily should lock certain line items in a bundle from being removed
using the rule engine, they would want to make sure only certain products can be removed from the bundle
1
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planned
3
Quote Template: Ability to group quote line items by a particular field
2
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planned
3
Allow sales reps to create custom line items
Users often need to create custom line items.
1
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planned
2
Prevent sales reps from adding custom line items to a quote
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.
2
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planned
2
Automatically add taxes to a quote when certain criteria are met
Add VAT (or other taxes) based on the country the customer is in (or other criteria).
2
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planned
2
Support customer-specific price overrides
Sales will often negotiate unique product pricing for specific customers. When future quotes are created, prices should reflect these negotiated prices.
1
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planned
2
Ability to show customers multiple quote options
Sales reps need to be able to build multiple quote options that a customer can choose from and sign.
2
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planned
3
Send Slack notifications to approvers
Notify approvers via Slack that they need to review a quote for approval.
1
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planned
1
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