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Created by Guest
Created on Aug 7, 2019

Quote Table Dynamically Change when Discount is Applied

It would be great if the quote table dynamically changed to show a discount column when a discount has been applied to the quote record.  Currently, you would need to separate document templates to achieve this. This enhancement would need to be a system option as some customers may not want the discount to automatically show. 

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  • Guest
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    Oct 26, 2021

    The reduction of the multiple templates required presently would be a major improvement in the management of the document templates.

  • Guest
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    Oct 23, 2021

    From a quality management perspective,this would be a fabulous leap forward.Thanks Angela and Prospect if it is effected.Regards Orla Wall Quality Manager

  • Guest
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    Oct 23, 2021

    This functionality is already available for e-mail templates, but is sorely lacking for Word version quotation templates.

    Both Discount & Delivery charges should be automatically detected & displayed if present. Without this we are mandated to have multiple templates to accomodate all situations:

    1. Quote

    2. Quote with Discount

    3. Quote with Delivery

    4. Quote with Discount & Delivery

    When you multiply this across the different operating companies that we have it makes a lot of overhead in mainting these templates as well as causing complexity for users to ensure they always choose the correct template.

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1 MERGED

Dynamic Option to Include Discounts within Quote Table

Merged
Currently if you wanted to include a discount column within the quote table you would need to have two different versions of the document template one with & one without. A customer would find it useful if the quote table dynamically added in ...
Guest about 5 years ago in CRM App 0