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Hiding Line Items & Columns
We manufacture and sell door packages. Please could someone help with my scenario explained below: So when we’ve raised a quotation, there is a separate line for each product that makes up our door set package (frame, door, hinge etc). We’d like to have an option where a miscellaneous ‘package total’ line can be shown on…
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Case Number to print on pdf of Quotes
Hello, how can I get the Case Number displayed on the printable pdf of our Quotes? I don't see the case number field (under add new element) on the advanced Quote PDF/HTML Template. We enter our Quotes through Cases so they are linked under related records of the Quote: I'm not sure how to add related record fields to the…
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How to Email multiple quotations to customers?
Hello, has anyone tried and succeeded in sending multiple quotations on one email to the same customer?
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How to email multiple quotations to customers (ii)?
This is a follow up to a posting with the same subject on 2 Feb 2023; I tried attaching to that posting, but I don’t know if that one has been ‘closed’ or not. We’ve done a bit more experimenting. I have two (sales) Quote records, which I wish to send to our customer. On each Quote, I follow the instructions in ‘Printing…
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How to get preferred vendor fields in a saved search for quotes?
We have a saved search for quotes where we need to access the preferred vendor fields. When attempting to do this, we encounter Field Not Found Any guidance would be appreciated.
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How to set up a Workflow that sends the appropriate email based on the value of a Line Item Field?
We have a quote based workflow that includes the send email action. On the quote form we populate the fields “Quote Type” and “Price Level” (at the line level). What we are hoping to do is send an email to a specific recipient if a certain quote type and price level are selected. For example: if the (quote type = project…
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Is there a dataset in the Analytics workbook that includes key fields from Quotes
We are having trouble finding the key data from quotes to use in our analytics workbook. We are using CRM and our sales teams have tons of sales pipeline data in the system. We are struggling trying to find a dataset that includes the pipeline data. Looking for item qty by month from quotes. looking for pipeline forecasted…
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AUTO REJECT SALES QUOTATION WITHIN 24HOURS
Hi, How can i make the Approvals on Sales quotation on Auto reject to those Sales quotation that wasn't approved within 24 hrs. Your thoughts are highly appreciated! Warm Regards,