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620  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Add Products in different currencies to an Opportunity

Currently we can add products in different currencies to a price book, however when adding products to an opportunity, only those products in the same currency as the opportunity are available to be added. It would be good to be able to add… Show more

15 comments · 12 years ago

1,250  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Alter Quote Line Editor Page layout column widths

We really need the ability to alter the width of columns in the salesforce quote to cash (steelbrick) quote line editor page. There are preset (seemingly) widths for each column which results in unnecessary bunched/wrapped text for product… Show more

31 comments · 2 years ago

7,230  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Lightning - Include Clone with Products action on Opportunities

A nice feature that exists within Classic is the Clone with Products button.  What makes this handy is that I can clone opportunities and have all of the related products brought over to the new record.  This can be a big time saver for users.I know… Show more

209 comments · 2 years ago

10,080  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Quote Templates: Page Formatting

The page formatting in the new quote templates is rather non-existent, and sometimes even awful. We need the ability to force a page break at certain locations (like a section boundary after the quote line items). The automatic breaks seem to be at… Show more

349 comments · 8 years ago

14,660  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Merge Opportunity Records

 Ability to locate and merge duplicate Opportunity records. My users sometimes create 2 Opportunities on 1 Account record by mistake. I currently right now must delete one of the two Opportunity records where I chance losing valid information/notes… Show more

235 comments · 8 years ago

26,150  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Make Opportunity Contact Role a First Class Object

This sits as an umbrella over many of the other granular OCR requests - the ability to trigger Apex and Workflows from OCRs, the ability to customize the OCR as if it were any other Salesforce standard Object, and a number of other use cases that… Show more

151 comments · 3 years ago

8,840  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Quote Line item sorting

Please add the ablity to sort the Quote Line items by any field showing on the quote line item related list. We insert the quote lines in a very perticular order. Having them ordered by Product is totally useless. Sorting them manually isn't… Show more

256 comments · 8 years ago

770  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Quote contact to autopopulate 'Prepared for' contact fields in LEX

In Classic, you can select a contact in the 'Contact Name' field on a quote. Upon saving the quote, the email, phone and fax fields are autopopulated from the Contact's record. This functionality is not present in Lightning. We would like… Show more

24 comments · 1 year ago

5,730  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Enable Quotes to sync custom line item fields

provide the facility to sync custom opportunity line item fields with matching custom quote line item fields

163 comments · 8 years ago

4,220  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Need ability to Clone a Quote

The ability to Clone a Quote is not available using native Salesforce.com functionality.  The only potential method that might work would be to create a custom Clone button; however, Salesforce does not support the functionality of passing parameters… Show more

124 comments · 8 years ago

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