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quote•hapily
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quote•hapily

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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
·

planned

Allow users to set quote templates based on rules
Easily being able to select a specific template based on a rule you build
2
·

planned

Allow sales reps to create custom line items
Users often need to create custom line items.
1
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planned

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
·

planned

Send Slack notifications to approvers
Notify approvers via Slack that they need to review a quote for approval.
2
·

planned

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