Currently in the Sales Pack you can set a lot of defaults e.g. via settings like "Default Price Book", "Default Payment...
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"Default Payment Method" for the Sales Pack
Hi all,
Currently in the Sales Pack you can set a lot of defaults e.g. via settings like "Default Price Book", "Default Payment... -
Creating a Subscription via the Account entity does not copy all fields
Hi all,
In Sales Pack version 4.2.1 I added the Subscription entitiy to the Accounts bottom layout.
If I now create an Subscription... -
Active filter is missing of the Subscription in version 4.2.0
Hey ho,
In the Sales plugin in version 4.2.0 in the Subscription view, when I select to filter the subs by "Active" I get an error....Last edited by SailReal; 08-06-2026, 03:58 PM. -
Set a "Valid Until" date in quotes
Hey all,
By default, we send customers quotes that are only valid for 30 days.
The only way I can see of achieving this in Espo... -
Sales Pack - Billing Contact behaves differently regarding email address and address
Hi all,
Is it intended, that when
1. I create an Account with an Address Street3000 and Email-Address Email3000
2. An... -
EspoCRM → TallyPrime Integration for GST e-Invoicing (India) – Need Guidance
Hi Everyone,
I am working on integrating EspoCRM (with Sales Pack extension) with TallyPrime for Indian GST e-invoicing (IRN generation).... -
Best practice for seat-based product with optional add-ons
Hi all,
I’m trying to model a common SaaS subscription based pricing setup in EspoCRM Sales Pack and would like to ask for best practices....Last edited by SailReal; 03-19-2026, 03:16 PM. -
Do Price Book Rules apply to Subscriptions?
Hey all,
I'm currently testing the Sales Pack to design our requirements with it. During testing I noticed the following:
If... -
Sales Pack v4.0 released
A major release of the Sales Pack extension for EspoCRM, significantly enhancing sales and purchase capabilities. See the release notes and features overview...
👍 10 -
SalesPack Extension: Remaining Quantity Tracking
Hello EspoCRM Team,
we would like to suggest a feature request regarding Sales Orders and Invoices in the Sales Pack.
Use case:... -
Invoice incorrectly automatically resetting to $0
Good day, Following a recent upgrade of our EspoCRM and SalesPack version, we are seeing a different behaviour in invoice amounts.
Installation... -
Sales Pack - Displayed name for Contact type Link Multiple
After an upgrade of espo to version 7.5.6, the display name for Contacts changed from firstName + lastName to just lastName in entities with a custom...1 Photo -
Assign Products to Warehouses to be split into separate delivery orders automatically
It would be nice if you could set up a relationship with a warehouse and a product in such a way that allows the system to automatically split the delivery...
