SalesDocs Insights

Jeff Farrick
Jeff Farrick Member Posts: 56
Second Anniversary 10 Comments Name Dropper Photogenic
edited July 2022 in Ideas and Product Feedback #1

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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  • Bernd Auer
    Bernd Auer Member Posts: 342
    100 Up Votes Third Anniversary 100 Comments 25 Likes
    edited October 2021 #2

    I want to add 2 things:

    • Taxes in the pricing table
    • Address detail fields (not just the entire company address)

     

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