Ideas for PD Development
Hey, regarding the smart docs, is there functionality for a client to choose an option in the product table?
Also, is there an automation function that allows auto populating of the product section in a deal when a deal pipeline stage is progressed and the deal is tagged with a label
Xero integration - end users (sales staff) that dont have access to Xero for confidentiality reasons should still be able to generate invoices. We also need repeating invoices functionality.