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Feature Requests

Category

      • Work (WOs, Forms, Reminders)
      • Dispatcher
      • Scheduler
      • Client Portfolio
      • Request Portfolio
      • Project Portfolio
      • Request Workflows
      • Project Workflows
      • Client Page
      • Request Page
      • Project Page
      • Document Management
      • Communication
      • Automations
      • Integrations
      • Uncategorized
Automation to create a Form in Sales/Requests Workflows
It would be useful to be able to have an automation to create a form during the sales request workflow.
0
Notification of Duplicate request
Sometimes clients come in multiple times for various reasons, but CPQ does not flag them as being duplicates. This creates confusion as sometimes they get assigned to two different reps.
0
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