Quoting
Using our Quote Contacts utility, you can easily manage your "Prepared for" and "Billing" Contacts on your quote. This utility includes ...
Thu, 3 Jan, 2019 at 9:30 AM
Simple! Just click on the underlined Tiered Pricing text to view the Tier List. The current Tier Level will be highlighted to show you the current Quanti...
Thu, 3 Jan, 2019 at 9:31 AM
If enabled, the Quote entry screen will allow simple updates of Quote subscription Details. A New Business Quote will allow entry of the Term and Start...
Thu, 18 Mar, 2021 at 8:27 AM
Calculates Tier PricingDoes not Calculate Tier PricingCo-TermedX Program with matched subscription PeriodsX New Business, multiple products with matching da...
Thu, 29 Nov, 2018 at 9:47 AM
What it is? One time discounts allow users or admins to define a "One Time Discount" that doesn't persist into the Baseline or "Expec...
Thu, 3 Oct, 2019 at 1:19 PM
Released in 2020, the Quote Line Editor was rewritten from the ground up to be faster and more capable. It can also handle an increased amount of Products a...
Wed, 2 Jun, 2021 at 11:17 AM
If you do not automatically uplift Renewal Quotes, the "Uplift Clone Quotes" setting allows a user to manually define an uplift while cloning an ...
Tue, 12 Oct, 2021 at 12:43 PM
Contracted Prices are stored on line items when adding products to an Existing Business Opportunity through the line item editor. Contracted Prices are also...
Thu, 19 May, 2022 at 10:45 AM
Price locks can be used to lock prices and stop automatic recalculation on products that use a percentage base calculation. As of Summer 2023, price l...
Fri, 5 Jan, 2024 at 9:49 AM