Product Suggestions
ADD A NEW IDEA

On-boarding

Showing 7 of 2630

Quote Table: Line Numbers

The ability to add Line Numbers to each row in our Quote Tables, which would make it easier to discuss specific lines in quotes.
Guest about 2 years ago in On-boarding 0

Expired Quotes Automatically Cancelling

It would be useful for some customers if expired quotes automatically cancelled, but it would need to be a system option as not all customers would want this
Guest almost 3 years ago in On-boarding 0

Import quotation history

To import quotation history will enable users to see past quotes that were not converted to orders. The import does not have to have full Prospect features but will enable to see what quotes were unsuccessful in the past.
Guest over 1 year ago in On-boarding 0

Clean up Settings UI

Prospect settings and configuration is overwhelming, complex and most of the time not required as a lot of settings tend to default. It would be great to clean up the UI and introduce a 'simple' config, with default settings. Advanced settings can...
Guest over 1 year ago in On-boarding 0

Drag Images into Activity Area of a Problem

Instead of having to upload via the document area it would be easier to drag and drop images straight into the activity area of a problem record
Guest almost 3 years ago in On-boarding 0

Being able to organize Opportunity Status Details.

As of right now, the status details are currently ordered by description rather than being able to drag and drop them into order.
Guest about 2 years ago in On-boarding 0

List the "standard text" search and replace fields in the "Additional Fields" box

When creating an email, you get "Quote Lines" listed in the "Additional Fields" box. you should also get to pick search and replace Standard Text blocks from here too
Guest over 5 years ago in On-boarding 0