Quote Customization Page
Hi
Just trying to get our heads around CRM before we commit. Sorry if you have had the questions before but it is a deep and complex application
Because we 'bind' many of our proposals, we require our logo to be on the Right rather than the default Left.
Can we modify the Address details and position?
Can we generate our own Quote Numbers?
We never show the cost of the indivual line items but show a 'Quote Total' is this possible?
We have a section of individually priced items that show under the OPTIONS section; is this possible?
We have a calculated field which works out the maintenance and 'embeds' it in the quote; is this possible?
We have different quote layouts for different products; ie: Telecommunications or Data Networking or CCTV; is it possible to create multiple layouts for different Price Books etc?
I attach a current demo of our current layout
Hope you can help
Look forward to your replies
Regards
CD (UK)
Just trying to get our heads around CRM before we commit. Sorry if you have had the questions before but it is a deep and complex application
Because we 'bind' many of our proposals, we require our logo to be on the Right rather than the default Left.
Can we modify the Address details and position?
Can we generate our own Quote Numbers?
We never show the cost of the indivual line items but show a 'Quote Total' is this possible?
We have a section of individually priced items that show under the OPTIONS section; is this possible?
We have a calculated field which works out the maintenance and 'embeds' it in the quote; is this possible?
We have different quote layouts for different products; ie: Telecommunications or Data Networking or CCTV; is it possible to create multiple layouts for different Price Books etc?
I attach a current demo of our current layout
Hope you can help
Look forward to your replies
Regards
CD (UK)