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120  Points
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Advanced Approvals Email Service auto-detect Approval Keywords in First Line

This Idea is to allow a third option for Advanced Approvals package level setting for inbound email services to detect the approval/rejection keyword in the first line of text.  All text up until the first line break would be assessed to detect for… Show more

0 comments · 5 days ago

650  Points
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CPQ quote line groups don't carry across with renewals

Currently when quote line groups containing quote line items are created on a primary quote, the opportunity is contracted and a contract is renewed i.e. renewal forecast and renewed quote checkboxes are clicked, the quote line groups are not pushed… Show more

5 comments · 10 months ago

20  Points
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Provide More Control to the Quote Line Editor UI

There is very little control over the UI of the Quote Line Editor. Here are some of the major aspects that we require control over: Freeze the Quote Line Columns- If too many line items are added to the Quote, once you scroll down far enough, the… Show more

0 comments · 1 year ago

10  Points
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50  Points
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CPQ Favorite List in relation with Account

Our client wants to have a default list of produts, which we store with the favorites, but customer specific. So while quoting for customer A, you have the possibility to see only the Favorite List of Customer A rather than all the others. There… Show more

1 comment · 6 days ago

70  Points
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Advanced Approvals - Allow Groups in Dynamic Approvals

In the Salesforce CPQ Advanced Approvals package, there is an option for Dynamic Approvals. Wherein the Approver is accessed by a text field on the target object, and an Id value can be populated in some way in that field. This works fine for Users.… Show more

2 comments · 13 days ago

30  Points
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Edit All Price Books from Related List on the Product in Lightning

In Classic there is a button on the Price Book Related list to Edit All  This allows users to quickly edit the List Price in a new screen, and is a very efficient way to manage pricing. Right now, the suggested solution for editing pricing from a… Show more

0 comments · 7 days ago

10  Points

I don't want to enter quantities in the configurator.

When a product option is set to "component" and the Configured SKU is set to batch pricing, that option should inherit its quantity from the package product, run that quantity through the batch divisor, and issue a price extension that… Show more

0 comments · 1 year ago

10  Points

Permit Quote fields to be injected at Quote generation time

We'd like to use the "Partner Discount Label" for three different parties - "Agent Discount", "OEM partner discount", and "Research discount". At the moment we have to create multiple almost-duplicate… Show more

0 comments · 4 years ago

10  Points

Alert when the Oppty Price Book does not match one used at the time of creation

We have experienced synchronization issues with quotes that were created from Price Books that are different from the currently selected Price Book on the Opportunity. (a result from rolling out quarterly updated price books). Some times, a product… Show more

0 comments · 3 years ago

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