Discussões de Cpq Software

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

Gostaria de poder receber documentos de clientes através do pandadocs para não ter que usar outro aplicativo.

Quero tornar o documento das minhas propostas mais leve para que eles possam compartilhá-lo.

Você oferece uma taxa de afiliado se eu compartilhar o Proposify com outras pessoas?

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... Leia mais

Alguma chance de você superar a magnitude da Salesforce.

Are you guys looking to get a better spreadsheet system?

É possível implementar uma opção de SMS no Hubspot? Um problema que tenho é que o Hubspot está configurado exclusivamente para chamadas de saída, mas não para entrada. Recebo essas chamadas no celular que está vinculado ao HubSpot, com a desvantagem de que não consigo ver quem está me ligando, e... Leia mais

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... Leia mais

:) Great service

Procurando integrar com o Sales Navigator

N/A

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

Continue o bom trabalho!

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?

Temos um parceiro estratégico com quem trabalhamos em projetos para clientes comuns e desenvolvemos requisitos de produtos. Usamos solicitações de produtos internamente em nossa empresa, mas seria ótimo apenas adicionar os usuários de nossos parceiros e estabelecer um fluxo de trabalho para... Leia mais

Recentemente, comecei uma pequena consultoria que se concentrará no mercado de empresas de médio e pequeno porte em diversos setores nos EUA. Gostaria de construir e aproveitar meus relacionamentos comerciais (provavelmente através do LinkedIn) e também direcionar introduções de vendas para o... Leia mais

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... Leia mais

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.

Talvez eu simplesmente não tenha essa opção.

Para explicar melhor meu ponto, ser capaz de recriar documentos dentro da plataforma. Como regularmente integramos novos clientes, ter uma maneira de editar documentos salvos diretamente na plataforma agilizaria ainda mais o processo. Atualmente, dependo do Google Docs ou do Microsoft Word para... Leia mais

how do I create lists of industries that show me the contact persons?

Before, I had a different overview per stage in my deals. Now it changed. Can I see the previous version?

I would like to know if there is a way to create a template and then fill in the stuff that varies from client to client.

I'm trying to find the best quoting software that integrates with HubSpot and also allows for required second signers in certain circumstances like discounts over a given amount. thoughts?