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Feature Requests

Check that properties are saved before closing request
When a request is "won" (or lost, I suppose) there needs to be a check that the properties are saved. One of our employees edited a bunch of properties to reflect their sale details, then clicked on our "contract signed" stage and was surprised to find that all of the properties they had added didn't make it into the project. I did a quick test and verified this can happen as well. RECOMMENATION: When closing a request, check if properties have been edited that are unchanged. If yes, popup a box pointing out the unsaved properties and give the user a chance to save them.
2
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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