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Discuss the Products feature and products in general.

11 questions
243 posts

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Template with Product Table


I'm trying to use template in documents to create Product Table.

System dose not convert links that are in description to clickable.

Links in attached file I had created manually. Select text and press Ctrl+k

Do you have any hint?

I had try using full web address with https://www.  but it did not work.


Any solution?

Stephen Silk
Owner and chief dogsbody

Volume pricing


I have a sales model that uses Volume Pricing eg 1 item costs $100; 20 items cost $90 each; 50 items cost $80 each, which makes quoting currently a very manual process. The usual way recomended to handle this is to create a separate product for each price level. Now, this would work nicely if I only had a few products, but I have around 130 000 of them with 5-7 price levels each, so it's not a practical solution for me.
I can think of three ways to handle this:

  1. The software handles it natively. Which would be... (More)

Ability to Report Revenue (value) by Product

The current 'Product Value' field shows the total deal value and not the value of the product.

Also Product is not availible as a filter in nearly all filters

Robert Fanke
Sr. Client Success Operations Manager

WFAs Overview - Move and Global Manager


I use a lot of Workflow Automations. It would help me, to move them, so that I can group them better and with that have a better overview.

Global Overview

It would help me, that I could see and edit all Automations from one account, so also the ones created by others.