I am trying to implement a pretty simple proposal/invoice generation board. What I need is to basically have optional services and annual services. The services are in their own board with a name and a pricing column. I then have a quote management board, and from there I am pulling in data from a contact board and would like for someone to be able to click on a multiselect dropdown field and choose the services, and then create a proposal using the chosen items and pricing. I didn’t expect it to be this complicated, but it seems that I am stuck on building this out.
Hi @bwgolf24 I think I commented on your other post about CRM, but I’m confident I could help you with this as well.
Shoot me an email and we can discuss biancajclement@gmail.com