Benjamin 'Bigs' Coppel
I'm the team lead at Square Wave - we help Flex users get the most out of Flex. Check out www.squarewave.com.au for more information.
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Activity overview
Latest activity by Benjamin 'Bigs' Coppel-
Benjamin 'Bigs' Coppel commented,
Hi Krusty, I agree this would be a helpful addition to the sales process - it's request we have heard a few times from our clients. One way we've solved this is with a 2-layer quoting process we ca...
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Benjamin 'Bigs' Coppel commented,
Hi Brandon Kaufman, I believe this is still not possible natively within Flex. Recently we've been solving this problem with some custom report logic so the pricing is shown rolled up to the parent...
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Benjamin 'Bigs' Coppel commented,
Hi Dave Ford, You're not alone, this is a common problem! We've worked out a way to achieve this that minimizes the amount of manual work and generates very clear customer-facing invoices. We call ...
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Benjamin 'Bigs' Coppel commented,
Hi Manuel Luna, We recently built a tool which does this! Currently it creates Pull Sheets from CSV but it could be modified to do Quotes as well. Email me at hello@squarewave.com.au and I can show...
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Benjamin 'Bigs' Coppel commented,
Hi Manuel Luna, This is a request I hear often from Flex users. I don't know if/when this might be implemented as a feature within Flex. At Square Wave we've devised a method to have both client-fa...
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Benjamin 'Bigs' Coppel commented,
Interesting idea Chris. It's not a request that I've heard before. What would the 5th layer be? I'd say it's unlikely that this feature is updated anytime soon in Flex, unless there are many reques...
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Benjamin 'Bigs' Coppel commented,
Hi Kelly, Unfortunately there isn't a native way to do any copy-pasting of inventory relationships such as suggestions, alternatives, etc. To address the inefficiency of doing it all manually, our ...
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Benjamin 'Bigs' Coppel commented,
I would definitely be reaching out to Flex support via email about this issue. They will be best resourced to identify the issue and advise how to deal with it.
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Benjamin 'Bigs' Coppel commented,
Hi Joshua Whale, Email me at hello@squarewave.com.au - I've got some ideas about this. Best,Bigs
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Benjamin 'Bigs' Coppel commented,
Hi Joshua Whale, You have discovered the extent of how downloaded PDFs are named - there aren't any settings or options to otherwise control it. Cheers,Bigswww.squarewave.com.au