Itemize Protection Products on Proposal
complete
J
Jonathan Borror
I would like our “Protection Products” broken down by the products sold. GAP, Vehicle Service Contract and can we change Warranty to Tire and Wheel.
J
Jacob Coleman
complete
You can now itemize protection products on the Default Proposal, and rename protection products as needed in Settings. Thanks for the feedback!
J
Jacob Coleman
Merged in a post:
Need separate line items for multiple warranty options!
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Nate Meckley
You need to add multiple lines for the warranty options. IE If you sell a warranty and GAP they need to be disclosed on separate lines on the proposal and CRM. They should not have to be clumped together.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Jonathan, thanks for the feature request! We'll continue to monitor this for votes, and you'll receive any updates automatically.
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Jacob Coleman
Hello and thank you all for your feedback! Due to the age of this request and lack of traction gained via upvotes, we have decided not to move forward with this request at this time. If anything changes regarding this request we will update this post and you will be informed automatically.
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Jonathan Borror
I just want them to print out individually on the proposal and not as one lump amount title Protection Products. We don't need a category title Warranty but sell Tire and Wheel
Shelby Parker
Hey Jonathan Borror, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you would like the 'Protection Products' to be broken down? Are there specific metrics or categories you're interested in?
- Could you clarify what you mean by changing 'Warranty' to 'Tire and Wheel'? Are you suggesting a renaming, or a change in the services provided under this category?
- Are there any specific functionalities or features you would like to see for each of the products (GAP, Vehicle Service Contract, Tire and Wheel) in the breakdown?
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Jacob Coleman
Hi Nate, thanks for the feature request! We'll continue to monitor it for popularity, and you'll automatically receive status updates.
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Nate Hogel
Correct!