Discusiones de Cpq Software

If my organization is not selling hardware, they are just selling SAAS, but they want to know while quoting which other hardwares customer will be using, what is the best way to set up this kind of structure? Do we need to create those other hardware SKUs or should they be tied along as attributes.

I sometimes have issues with creating the right category filters and I am not sure how to check the effectiveness of the forecast.

Quiero que las propuestas sean coherentes con mi marca y, como he utilizado una plantilla, no estoy seguro de la mejor manera de hacerlo. ¡¡¡Además, me encantaría externalizar la creación de propuestas!!!

Puede la plataforma utilizarse para la firma digital de recibos generados por mi sistema de datos

Scenario: I want to show a client a good, better, best offering for a tv commercial (3 packages). Within each package the client is shown the roles and day rates for each role for the production crew. Instead of having the client select multiple boxes wihin one package to indicate their desired... Leer más

I send the same to document to multiple signatories so I tried creating one document and share it with multiple signatories and only one person could sign it, how do i change that?

I need more templates on Information Technology and Services

Are there ways that I can make my sequences more effective or timely as to when they are scheduled to go out?

Me gustaría poder recibir documentos de los clientes a través de Pandadocs para no tener que usar otra aplicación.

Quiero hacer más ligero el documento de mis propuestas para que puedan compartirlo.

¿Proporcionan una tarifa de afiliado si comparto Proposify con otros?

You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals. -Pricing tables are very difficult to customize -Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of... Leer más

¿Hay alguna posibilidad de que superes la magnitud de Salesforce?

Are you guys looking to get a better spreadsheet system?

¿Es posible implementar una opción de SMS en Hubspot? Un problema que tengo es que Hubspot está configurado exclusivamente para llamadas salientes, pero no entrantes. Recibo esas llamadas en el móvil que está vinculado con HubSpot, con el inconveniente de que no puedo ver quién me está llamando,... Leer más

Every added contact is added to a sequence to try to create a relationship. If the contact is not the right contact, there is no interaction during the sequence. When the sequence is done, I want to find the company in a list and know that I have to find the right contact to enroll in a new... Leer más

:) Great service

Buscando integrar con Sales Navigator

No disponible

1. Can I get a blueprint view 2.Can I get Links and formulas?

¡Sigue con el buen trabajo!

NA

I like to have some advice and tips

I've tried linking the Zoom Application for ease of use but I can't seem to figure out how to incorporate it properly.

How do you combine duplicate records, ie, same person entered with 2 emails, and need to track all the communication from both records, combine for ease?

We utilize sales messenger as our third line of contact and I would love to be able to integrate text into my sequences.

Is there a way to have them appear next in line only if they are in a time that is relevant? I.e. I don't want US calls to come up on my list of calls to make when it is before 9 AM for that part of the US.

It seems like we have so much going on and so many different products we sell and so many people do so many different things and the system seems to be black and white in most areas and for the most part, we need the grey area and cross over.

I want to create several outbound emails to compare open and click rates, how do I create those?

My company has several SMBs with only three or four contacts per company, sometimes the info@company.com email is all that we have to go by.

is there any new methods of implementing pictures?

Tenemos un socio estratégico con el que trabajamos en proyectos juntos para clientes comunes y desarrollamos requisitos de productos. Usamos solicitudes de productos internas en nuestra empresa, pero sería genial simplemente agregar a los usuarios de nuestros socios y establecer un flujo de... Leer más

Recientemente he iniciado una pequeña consultoría que se centrará en el mercado de capitalización media y pequeña en diversas industrias dentro de los EE.UU. Me gustaría construir y aprovechar mis relaciones comerciales (probablemente a través de LinkedIn) y también apuntar a introducciones de... Leer más

We use the system today for CPQ and Billing. Are there other use cases that other firms find valuable?

Our team, Humanity Inc. Asia is a startup that aims to develop a management consultancy (alongside several other products) to empower SMEs and entrepreneurs to run their businesses better. We're looking to expand our partnership outreach to other platforms/companies but we're not sure what's... Leer más

Difficulty in Removing Emails, After creating a Contact.

How do I have contacts from forms automatically enrolled into a sequence?

i just want to know if theres an exact amount of click that we can see

i wannna know if theres a way i can see all the time they cliked on my email

does Armatic support ACH payment with Echeck on open invoices.