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Status Shipped
Categories CRM App
Created by Guest
Created on Mar 5, 2019

Quote Table Configuration

When you configure quote tables, there should be a 'select fields' option (like when building a report) which match any fields you can select to have on a quote. Then you can add whichever fields necessary rather than being limited. 

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  • Admin
    Andrew Ardron
    Reply
    |
    Mar 13, 2023

    The new quote lines table UI is now fully deployed and out of preview. This provides a much more friendly interface for configuring quote table columns, as well as more options and more fields to choose from.

    In fact you can now easily migrate configurations created using the older and less flexible solution to the new system, simply open the existing configuration, click "migrate" and you'll get access to the new UI and all the new features.

  • Admin
    Andrew Ardron
    Reply
    |
    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 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.

  • Guest
    Reply
    |
    Mar 22, 2019

    Yes please - this is kind of vital. Often customers will ask for specific product information to correspond with what we are quoting that they identify with. We also need to sometimes add availability, supplier selection (brand) and shipping details.

  • +30
2 MERGED

Use a Report built in the report builder as a quotation table

Merged
would be nice if the user could create a report based on quotelines that they can choose the fields they want / order they want and then generate that as a quotation table. We would need a place we could put the title of the column for the quota...
Guest about 5 years ago in CRM App 0 Shipped
1 MERGED

Add Sequence Number as Column to Word Quote Tables

Merged
A customer would like to include a column for the sequence number within the quote table for each quote line.
Guest about 5 years ago in CRM App 1 Shipped
0 MERGED

Order Columns within Quote Table

Merged
A customer would like to be able to order their own columns within the quote tables rather than the pre-defined order.
Guest about 5 years ago in CRM App 1 Shipped