Programmatic calculations to custom fields
Looking for a developer to programmatically apply percentage calculations based on 1 of 3 different deal options, ie Product 1, Product 2, Product 3 with 'monetary type custom fields' in the deals table to calculate diminishing returns over 3 fixed terms and automatically populate the custom fields so that we can copy and paste the inputs into a sales document. We have a few other similar related customisations also.
I can provide more details, PDF and sheet of what need to do along with access to our account.
Steven_3816 Posts: 29edited September 2020 #2
Hi @Arvida Admin (Leanne)
We can help with this, https://www.crm-guru.net , please feel free to check out our site and fill out a form or you can contact me directly at [email protected]
Hope to hear from you soon!0
John Williams_9615 Posts: 13edited August 2020 #3
Either you can use Zapier (CodebyZapier), which will be super easy because it offers custom coding logics or handle it via Integromat.
Here what we can provide 🚀
👉 Detailed analysis of your integrations
👉 Remove unnecessary apps from existing workflows
👉 Improvise your BPA logic
✉️ [email protected]0
Michael Karas Posts: 25edited October 2020 #4
@Arvida Admin hello and nice to e-meet you. Arvida can you please email details at [email protected]?0
Inês Batata Admin Posts: 2,917edited September 2020 #5
@Arvida Admin Good news, this is now partially possible as we are rolling out the Sales Documents feature to users in the Advanced and Professional plan. Learn all about it here. 🚀0