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Product Suggestions
Status Shipped
Categories CRM App
Created by Guest
Created on Mar 8, 2022

Add Quantity Available field to quote table

This would be useful so you can include it in emails to customers who buy products depending on the amount of stock available at the time. Currently the work arounds are a bit long winded like exporting a report each time they make a quote so would be good to have it as a field option in the quote table.

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  • Andrew Ardron
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    Mar 13, 2023

    The new quote table configurator (that allows you to choose a wide range of fields to include in the quotation table) has been taken out of preview. You can even convert old-style quote tables by opening them and clicking "Convert" in the banner. So, closing this idea as successfully shipped!

  • Andrew Ardron
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    Sep 15, 2022

    There is now a new way to create quotation tables for quote documents (Word and PDF attachments, not email tables yet). It allows you much more control over the fields to include in the quote table, but also the order and format of those fields. You can select related entity fields, and can even include custom fields! This feature is still in preview (pending feedback from users) but is now being used fairly widely. Give it a try and let us know what you think.

  • Andrew Ardron
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    Mar 21, 2022

    We are currently investigating ways in which we might allow users to select additional fields from the quote or product fields and include those into a quote table. Not entirely sure who we're going to do that yet... so no guarantees but we are looking at it.

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