Jason Hurlbut

It is difficult to forecast proper revenue recognition in ZenSell and also renewals for multiple SaaS software products with different expiry dates for the same customer.

I've added custom fields for my reps to input the number of months associated with each component (services and SaaS) for our deals which helps somewhat.

That said, we often break our multi-month deals into separate deals i.e. one per month to make this forecasting easier.

I would really like to see the ability to duplicate an existing deal with all custom fields intact and then just tweak or modify the newly copied deal. It would save my team a lot of time and also help eliminate errors.

Who's with me?

I have a field for estimated close date and another for estimated project start date. These fields are huge aids in forecasting recognized revenue in our SaaS/Services company. I would like to trigger a must-update of the Estimated Project Start date when the Estimated Close Date is changed. Providing this as a specific use case to contribute to the asks above.

In addition, similar to Lewis above, we need to trigger an automated email sequence to contacts x days before a software renewal based upon the renewal date. Not the right forum but we really need multiple subscriptions per contact as they can buy more than one software product.

FYI, we love the integration!

It would be great to automatically see support tickets for an individual show up on any deal that they are associated with as opposed to just deal-specific tickets. 

Ditto