Improve the Zapier app to enable the ability to create LeadQuote mashup records directly through the app.
Improve the Zapier app to enable the ability to create LeadQuote mashup records directly through the app. Need to be able to add Lead ID into 'Quote ID' in the Create Quote step, however at present their is no option for 'Quote ID' within this step.
Like Tags, it would be great to have an understanding of Dears QTY Price breaks in the future. From what I can see 'QuantityBased' is available on the desk API.
Within Sage 50 on the customer account they have a field for Telephone and Telephone 2. A customer would find it useful to be able to add to the Telephone 2 field when creating a new customer account from the CRM into Sage 50.
A customer would find it useful to be able to set a default Price Tier/Band when creating quotes for Prospects, as usually they always quote prospects with the same price band/tier. Currently, you have to select the price tier/band as the prospect...
More information on the acceptance email sent back by customer in Quote to Order workflow
Require more information when customer clicks on approve button in quote to order workflow. We need customer email address for audit trail. Also need to have multiple quotes per opportunity, and also for opportunity to be closed at the end of the ...
link quote number in prospect with DEAR sales order number
when raising a quote or proforma in prospect the quote# raised isnt pushed through to DEAR/Xero making reconciling stripe payments quite difficult for accounts teams who don't have access to prospect
When a sales rep hit Confirm order in Prospect, someone else has to manually log into Dear to find the sales order and then hit authorise. why can't we have an option where we could auto authorise invoice?
A customer would find it useful to be able to take part card payments for CRM orders. For example a customer may wish to pay half on account and half via card payment. At the moment you can only pay for the whole order amount using stripe card pay...
0
0
