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Planned

quote hapily builder should support multiple languages

quote•hapily should send sales reps a notification when one of their clients has viewed or is viewing their quote link they sent to a customer

Integrate with HubSpot Marketing Events Object

In Progress

Waitlisting for Events

Complete

Edit Unit Price

Quote Template Attachments

Approve QH quotes from list in HubSpot

Export Price Books

Prompt User Outcome

Allow customers to optionally include add-on products to a quote

Price Book API Improvements

Ability for a user to specify a backup for approvals.

Allow me to set/update volume pricing through the Price Book Entry API or Upload

Dynamic Line Item Properties

Should be able to specify an approval backup for users

Template that hides bundle members/items

Allow me to create price books through an API

Quote hapily should allow sales reps to remove products from a product bundles or kit and be shown only the options they must replace that product with

Update a Deal when a quote is signed

Enforce E-Signature via Rule/Setting

Calculated Roll-up

Open quote builder in new tab

Allow users to set quote templates based on rules

In the terms library, support hyperlinking

Use functions such as SUM, COUNT, etc, on Line Items within a Quote Rule

Quote Template: Ability to group quote line items by a particular field

Set custom quote terms based on rules

Sales Tax automation

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