Name of Feature/Request: allowed the customer to select the group options they would like to accept and that would populate the group totals at the bottom.
What financial, time savings, or quality of life improvements will occur from this: Things to Consider: | Frequency: more than once a day | This would allow us to send multiple quotes at one time. It would cut down the customer’s time of going through several quotes, it would make it easier to select which quote they want.
Attempted Solutions So Far: Creating Multiple quotes instead of multiple on one. However, it is time-consuming to cancel multiple orders.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: This task was created from email: https://mail.google.com/mail?extsrc=sync&client=docs&plid=ACUX6DMRkyr1HqSB5MQqxFzHJInTRr_VW4MTfUs
Hi Chris/Team. I have a feature I request that I think would really add some power to the software. We do a lot of estimates where we have to provide options. We try to use the group feature in this. Sometimes this backfires on us because they look at the total and get sticker shock because it includes all the options, they asked for without reading the details. We think a neat feature would be if you allowed the customer to select the group options they would like to accept and that would populate the group totals at the bottom. We would like to see this feature have an option were we can make certain group mandatory and then allow them to select the additional options they would like to add and proceed with. Once they select the option it would automatically populate the totals at the bottom of the quote on the portal.
Pick and choose is a roadmap item
Thanks, Chris Serbeck President Crest Lock Co., Inc. 10015 Pulaski Hwy Middle River, Md 21220 410-256-7800 Main 410-256-7803 Direct Don’t buy off a brochure, come see working systems at our state of the art showroom or ask us to bring our mobile showroom to you! | Previously accomplished: the are creating a quote with several options on the same quote
StrivenID: 3853738