Discussões de Proposal Software

Somehow like Hubspot or other online modules that produce courses with certificate of completion.

Granted that Salesforce allows you to have multiple developer orgs, is it possible to have Dealhub integrated to these existing orgs for testing purposes instead of just the live production org

I'ts not an important question, but when, in this review, I had to fill in what the industry of work I did, I filled in Fine Arts, because I couldn't find Education or Creativity, or making industry, or Audio and Visual content maker, or any combination of that. But Maybe I have a strange... Leia mais

Preciso que as perguntas do Projeto sejam automaticamente enviadas para a Biblioteca ou que haja um botão de clique único para adicionar uma pergunta à Biblioteca enquanto respondo aos RFPs. Sinto que esse recurso me ajudará a adicionar perguntas mais facilmente em comparação com o método atual.... Leia mais

Orientação de Preços

Mobile

Our company went from Loopio to RFPIO at the beginning of the year. It takes a little time to get used to (Loopio is like proposal management for dummies, much easier, but much less powerful). There are two drawbacks I'd like to see improved. 1) I would love a Microsoft Teams support... Leia mais

My requirement is to hide table if the State of Incorporation value is not equal to Virginia and Utah. I am using below function but it's not working {{TableHide:OPPORTUNITY_MERCHANT_STATE_OF_INCORPORATION:<>:Virginia;Utah}}

None

I see that PandaDoc integrates with SalesForce. I use Act! Does anyone else?

Besides basic font size and color, how do I access any additional editing features?

Haverá algum dia algo como uma lista de produtos onde possamos inserir preços predeterminados?

I want to use Instagram and as well as Twitter to promote a product and a page.

I'm only mainly using RELAYTO now with document management, but I'm wondering in what ways can I leverage this platform more?

Hello Team, I am very much new in CPQ and need your assistance to draft some discovery questions on CPQ, we have a requirement to integrate the OCC with CPQ. Please if you can share some discovery questions which help me to understand client business better.

Can you provide some tips and tricks for using Magic more effectively?

I'm sure it can, I'm just curious about how that would impact online classes, especially for those years when visual stimulation is necessary (like grade school). Something I just thought of.

My company has used Conga for several years as a part of our Salesforce CQP setup, but as I've dug into the native capabilities of CPQ, I'm trying to understand why CPQ users still use Conga. For what kind of client CPQ good enough, and who truly needs Conga? Would appreciate any feedback from... Leia mais

My company has used Conga for several years as a part of our Salesforce CQP process, but as I've dug into the native capabilities of CPQ, I'm trying to understand why CPQ users still use Conga. For what kind of client CPQ good enough, and who truly needs Conga? Would appreciate any feedback from... Leia mais

How we can integrate the the app with other 3rd party tool

O RFPIO orienta automaticamente o usuário a seguir alguns passos para facilitar o uso da ferramenta.

Which of its uses is most frequently used.