Using QB for CPQ app?
I've been using QB for ten years for our company's quoting system. We're at a point where we need to decide about upgrading to a CPQ (configure/price/quote) app, for accuracy and integration with our...
Forum Discussion
David,
I've created several inventory and estimating forms for our business. Managing all the fields and actions can be a bit tricky, but once you get the hang of it, they work really well.The trick is always to build for scale. I've learned how to do this on my own, mostly through trial and error.
If you're already using Quickbase, it's convenient to have everything in one place, in a familiar environment. However, I wouldn't recommend it for beginners unless your system is super simple and won't change much or often.
In my experience, formulas tend to be more dependable than form rules. Both have their uses, but I've found that formulas consistently give better results.
I hope this information is helpful!
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David Hyde | Director of Technology, Systems Dev. and Data Analytics
BWW, Inc. dba SERVPRO® Team Wilson
Locations in Birmingham, AL | Dallas, TX | Houston, TX
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