quote•hapily

An outcome of a rule should be able to set payment options like ACH or credit card. Ie, if customer is in great britain only allow ACH payments.

As a SaaS customer I do renewals each year and I want to automatically increase the price of all line items on my quote using a rule by a specified % ex: I want to increase whatever the last contract was by 5% if a customer is happy, 3% if a customer is mid, and 0% if they are mad.

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.

Depending on who the quote is sent to or which products are included in the quote, the contract or payment terms may need to be amended.