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quote•hapily
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quote•hapily

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

Automatically calculate sales tax for quote line items
2
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planned

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
·

planned

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

Send Slack notifications to approvers
Notify approvers via Slack that they need to review a quote for approval.
1
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planned

Set custom quote terms based on rules
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.
1
·

planned

Hide bundle header products on the quote
When a customer views a quote, hide the bundle header product that the quote line items are attached to.
1
·

planned

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