Discussioni 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.

Voglio rendere le proposte coerenti con il mio marchio e, poiché ho utilizzato un modello, non sono sicuro del modo migliore per farlo. Inoltre, mi piacerebbe esternalizzare la creazione delle proposte !!!

La piattaforma può essere utilizzata per la firma digitale delle ricevute generate dal mio sistema di dati

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... Leggi di più

Invio lo stesso documento a più firmatari, quindi ho provato a creare un documento e condividerlo con più firmatari e solo una persona poteva firmarlo, come posso cambiare questo?

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?

Vorrei che i clienti potessero inviarmi documenti tramite pandadocs così non devo usare un'altra applicazione.

Voglio alleggerire il documento delle mie proposte in modo che possano condividerlo.

Fornite una commissione di affiliazione se condivido Proposify con altri?

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... Leggi di più

Qualche possibilità di superare la magnitudo di Salesforce.

Are you guys looking to get a better spreadsheet system?

È possibile implementare un'opzione SMS in Hubspot? Un problema che ho è che Hubspot è configurato esclusivamente per le chiamate in uscita ma non per quelle in entrata. Ricevo quelle chiamate sul cellulare collegato a HubSpot, con lo svantaggio che non posso vedere chi mi sta chiamando, e... Leggi di più

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... Leggi di più

:) Great service

Cerchi di integrarti con Sales Navigator

N/D

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

continua così!

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?

Abbiamo un partner strategico con cui lavoriamo su progetti insieme per clienti comuni e sviluppiamo requisiti di prodotto. Utilizziamo richieste di prodotto interne alla nostra azienda, ma sarebbe fantastico poter semplicemente aggiungere gli utenti dei nostri partner e stabilire un flusso di... Leggi di più

Ho recentemente avviato una piccola società di consulenza che si concentrerà sul mercato delle medie e piccole capitalizzazioni attraverso vari settori negli Stati Uniti. Vorrei costruire e sfruttare le mie relazioni d'affari (probabilmente tramite LinkedIn) e anche mirare a introdurre vendite... Leggi di più

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... Leggi di più

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.