SalesDocs Insights
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Jeff Farrick
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Sales Docs Needs:
- Insight Reports on which deals have quotes or proposals within sales docs. A simple yes/no would suffice to start
- Insight Reports on conversion rate from proposal to close
- API Event for when a sales doc is created
- A count of total number of docs per deal, broken into sub-categories of proposals, quotes, etc.
- Workflow Automation compatibility
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Comments
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I want to add 2 things:
- Taxes in the pricing table
- Address detail fields (not just the entire company address)
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