Quotes & Product Reports

Our customers have told us that they want to build advanced custom reports around the quotation line items and opportunity product data that we shipped in the Q1 release. Today we are releasing these two new reports!

With them, you can select and filter opportunity products and quotation line records, group and sum them, and build reports that can be scheduled and emailed straight to your inbox on a custom schedule, or run anytime you like from within the reporting system.

These reports can be shared with other users and fully support the record permissions so users only see the data they have access to see.




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