Better Link Between Opportunities / Products / Estimates & Contracts
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Michael Angrave
I'm surprised at the lack of relationship between opportunities, products and estimates/contracts/invoices.
In the world of CRMs for sales pipeline management, an opportunity represents a potential deal. These are managed and progressed through stages of the pipeline. The opportunity is where the follow-up is tracked and the deal is worked. The opportunity should contain details of the products which are looking to be purchased (upfront and monthly values ideally), which builds a dynamic value for the opportunity.
Upon reaching the required stage of the pipeline, an opportunity should then be able to be easily converted into a linked estimate, contract or proposal.
Unless I'm missing something, it feels like these entities exist almost independently.
It would be really helpful to have this replicate the sales lifecycle.
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S
Stephanie Molenaar
In our business we work off contracts, not estimates and there is currently no relationship between a contract and an opportunity. This is a real deal breaker for continuing with the platform. Please add contracts into payments in Opportunities!
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Drew Loewen
YES please. I have single clients with dozens of individual opps. I would LOVE to be able to have these actually integrate with invoices.
Automation-wise this is a game-changer, I could have opp stages update seamlessly based on invoice statuses w/o weird work-arounds.