Cpq Software Discussions

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.

I want to make the proposals consistent with my brand and as I have used a template I am not sure the best way to do this. Also, I would love to outsource the proposal creation !!!

Can the platform be used for the digital signing of receipts generated by my data system?

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... Read more

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?

I would like to be able to have clients send me documents through pandadocs so I don't have to use another application.

I want to make it lighter the document of my proposals so that they could share it.

Do you provide an affiliate fee if I share Proposify with others?

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... Read more

Any chances you beat the salesforce magnitude.

Are you guys looking to get a better spreadsheet system?

Is it possible to implement an SMS option in Hubspot ? A problem that I have is that Hubspot is exclusively set up for outbound calls but not inboud. I get those calls on the mobile that is linked with HubSpot, with the downside that i cannot see who is calling me, and also most of the people... Read more

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... Read more

:) Great service

Looking to integrate with Sales Navigator

N/A

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

keep up the good work!

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?

We have a strategic partner where we work on projects together for common customers and develop product requirements. We use product requests internal to our company but would be great to just add the users from our partners and establish workflow as to leverage benefits of platform vs email.

I've recently started up a small consultancy that will focus on the mid and small cap market across industries within the US. I would like to build and leverage my business relationships (probably through LinkedIn) and also target sales introductions into the target market through my 1st/2nd... Read more

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... Read more

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.