I would like to see Previous quoted prices for the same article for a customer

Jira: TN-8698 — [Quote] [Product] [UX] Show previous quoted prices for same customer and product

Special bids via API instead of manual import

Jira: TN-8699 — [Distributor] [API] Special bids via distributor API instead of manual import

Distributor: Westcon-Comstor

Adding support for integrating with Westcon-Comstor as a distributor. Jira: TN-7086

When adding products show list of selected items and edit quantity

Jira: TN-8707 — [Quote] [Product] Show selected items list and edit quantity when adding products

Enable Quicksearch for Quote Number, ID, and PO Number

Jira: TN-8701 — [Search] [Quote] Enable quicksearch for Quote Number, ID, and PO Number

Add a document as an attachment without uploading a local copy

Jira: TN-8713 — [Quote] Add document as attachment via link without local upload

Quote filter on AT Ticket made or not

add a filter option to see quotes without a created ticket

Amazon Product Feed

Amazon Business account product/pricing integration - like these: https://help.quoter.com/en/articles/9061387-amazon-business https://www.zomentum.com/blog/zomentum-grow-welcomes-amazon-business#strongadding-amazon-productsstrong Jira: TN-7308 Consolidated into: Distributor: Westcon-Comstor

Bulk Sent Quotes

Addon to the import functionality to import licenses in bulk and also be able to send them in bulk. After import, they will be in draft status. That is OK, because then a check could be performed or something could be adjusted. But is there also the possibility to select multiple lines to send in BULK? (for example, by creating a checkbox in front where multiple quotes or 'all quotes' can be selected to send them simultaneously). Currently, they have to be opened one by one to be sent. This functionality can ensure that work can be done much more efficiently. Can this be developed, please?

Checklists functionality on Oppertunity's

Making checklists available within the opertunities so that nothing is forgotten. the checklists can differ per category opertunity.

Activate Proposal Project (Autotask) from quote/deal won - Extra feature

Jira: TN-8710 — [Autotask] [Procurement] Activate Proposal Project from deal won

Order confirmation emails - to go to quote creator

Jira: TN-8712 — [Email] Order confirmation emails to quote creator

Add discount percentage

We are missing the option to have discounts calculated automatically by Salesbuildr (SB). Currently, we have to calculate the discount percentage manually, which is cumbersome. It would be ideal if we could enter a percentage into the discount field, after which SB automatically applies the calculation to the total amount. This field is currently greyed out and uneditable, forcing us to calculate the discount ourselves. It would save a lot of time if SB could automate this process.

Need more aggressive "reminder" options

Apparently, Salesbuildr only offers one reminder for the customer - X days before expiration of the quote. Our previous quoting solution would allow us to set a more aggressive reminder, such as "Send First reminder after 5 days, repeat every 2 days until expiration". We found this very advantageous in keeping a distracted client focused on approving the quote. I would like to see a similar functionality added to Salesbuildr. Jira: TN-3242

Add the ability to merge multiple quotes into a new quote

Add the ability to merge multiple quotes into a new quote.

Quote shipping type to AT Ticket description

Jira: TN-8709 — [Quote] [Ticket] [Autotask] Pass shipping type to Autotask ticket description

Multiple Signature fields

For now there's the option to sign a quote when approving. But it would be better if there's a box that can be placed in the quote or in the contract templates where a signature is required. To make it even better, it should be possible to place a signature box on different pages then within templates. And if this box for example can be linked to a specific contact from the customer you can also let multiple people sign contracts if needed. Particular for contracts this will be a great addition

Floating formatting box

Jira: TN-8705 — [Widget] [UX] Floating formatting toolbar

Accountmanager filter in opportunity & quote overview

Jira: TN-8711 — [Opportunity] [Quote] Add account manager filter in opportunity and quote overview

Widget template header and footer text field with items between it

When creating or editing WIDGET TEMPLATES it should be powerfull to text/content between items. This text is currently only above the images and not below. The text above the items is introduction or little expl. The text below the line items could be used for extra notice for the particular customer. Like: in case of (customer), we highly recommend etc etc etc. The text above the items are general, text below could be general or free to fill in. Resolution: TEXT/CONTENT ITEMS TEXT/CONTENT This all in the same widget.