Dynamic values in Estimates, and Math equations in Documents
K
Kaleb Dickhaut
I would love the ability to add dynamic quantities based on a survey completed by a lead. Then I can automate an estimate being sent out with out having to manually input the quantities. It would be awesome if we could also ad a math function to Documents similar to equations in a spreadsheet. I have multiple clients that would like to have estimates or documents automatically created with variable values based on a survey
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R
Ron Kwok
In addition to basic math formulas, it would be great to also have math for DATES. For instance, if we set the Start Date of a contract, the document can automatically set the end date to 3 months later.
Currently, we would have to save all of these calculations into the database in order to render them in the contract ... this is very inefficient to save all of this data into the database.