Multiple Quote URL's in a Deal


#1

Is there a way to add multiple URL’s to a deal? Our quote system generates multi-part quotes that are all associated to a single client RFQ, but the Quote URL and Quote PDF allows for only a single line. Is there a way to have Quote-1 URL, Quote-2 URL, etc.? Like there is for Deal Update - 1, - 2


#2

Hi @Dave_Elliott,

Are the ‘Quote URL’ and ‘Quote PDF’ you’re referring to custom deal properties? If so, you can create additional properties (e.g. ‘Quote URL 2’) to store this additional information. Or, you could change the properties from single line text to multi line text, and store the multiple URLs on multiple lines.