Pop-Up Comment Box Upon Submitting for Approval (Advanced Approvals)

It would be great if when a user clicks the "Submit for Approval" button they got a pop up to enter any comments related to the approval. You get this same functionality with Salesforce standard approvals so it would be nice if Advanced… Show more

11 comments · 4 years ago

Amendments, Invoice Plan Products should support update of quantity on quote

In an Amendment Quote, the Quote Line which has a Product with Billing Frequency as Invoice Plans (Dynamic Invoicing) doesn't support an increase or decrease of quantity. It allows only to set the quantity to 0. There is validation in the system… Show more

0 comments · 1 year ago

Advanced Approvals - Lock record when submit for approval

Please allow the option to lock a record (i.e. Oppty & Oppty Lines or Quote and quote lines) when you submit a record for approval using the Advanced Approvals app. This is a key feature in the SFDC standard approval processes and is dearly… Show more

28 comments · 5 years ago

Allow negative quantities to work through a Slab Discount Schedule

We want to use negative quantities when exchanging one product for another. The returned product has a Slab discount schedule. Currently the system cannot navigate through the Slab Discount Schedule assigned. We want it to start at the highest level… Show more

0 comments · 5 years ago

Quote Line Editor column headings

The column headings in the Quote Line Editor disappear as you scroll down. It would be extremely useful and productive to have these headings frozen, just as the panel of buttons in the Quote Line Editor. The users have problem remembering whether… Show more

3 comments · 4 years ago

CPQ - Contract split orders

At present, there is only one shot to contract an order, because it requires an opportunity with no associated contract. Unfortunately, this model breaks down in the case where order decomposition is enabled in the package and the user has created 2… Show more

9 comments · 2 years ago

Set Actual Price in Discount Schedule instead of Discount Percentage/Amount

Currently, Discount Schedules can be set up either with Discount Percentage or with Discount Amount but NOT with the Actual Price. If we want to apply a price based discount schedule by setting "Use Price for Amount" field to TRUE on a… Show more

1 comment · 2 years ago

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

56 comments · 4 years ago

Support for Right to Left text in PDF Generation: Hebrew and Arabic

The title says it all. Speaking to an experienced Salesforce partner today I was informed that this has been a deal breaker on a number of occasions. They were happy to hear we supported downloadable docx, which would help, but not ideal. Summary:… Show more

3 comments · 4 years ago

Allow a Delegated Approver to be a Group

Currently, Advanced Approvals only allows delegate approvals to be approver records associated with a single user. For scenarios where an approver is out of the office, it would be very convenient to allow the delegate to be a "Deal Desk"… Show more

2 comments · 3 years ago