Support Portal

How To Videos 3

• Setting an Upgrade Path on a Product
• Set Page Overrides
• Adding Fields to the Quote Line Entry Screen

Products 33

• About Products & Pricebooks
• Product Fields
• Setting Up Products
• Percentage Based Products
• Product Configurations

View all 33

Renewal Management 10

• Future Renewals
• Renewal Baseline Calculations
• Renewal Contract Options
• Renew as Month to Month
• Uplifted Renewals

View all 10

FAQ 30

• Application Permissions and Roles
• What's the difference between Standard Special Terms & Special Terms?
• How should I use the different types of Language and Terms?
• How do I select a Renewal Term?
• How do I upload a logo for my Template?

View all 30

Quoting 11

• Managing Quote Contacts
• How can I view Tiers from the Quote Entry page?
• How can I manage Subscription Details from the Quote Entry Page?
• How do Tier Calculations work for subscriptions?
• One Time Discounts

View all 11

Automation 15

• Future Renewal Creation
• Renewal Refresher
• Account Status Automation
• Customer Master Management
• Selecting a Renewal Baseline Calculation Method

View all 15

Reporting 5

• Setting Default xRR Measure
• Set Incremental Bookings Method
• Contract Widgets
• Bookings Reporting
• Transaction Analysis

Initial Installation 7

• Installing the Application
• Setting Page Overrides
• Setting Custom Order Schedule Line Tables
• Assign & Manage Licenses
• Additional Transaction Types

View all 7

Bundles 11

• About Bundles
• Bundle Fields
• Bundle Item Fields
• Setting Up a Bundle
• Bundle Approval Process

View all 11

Order Schedule 28

• About the Order Schedule
• Order Schedule Setup
• Order Schedule Terms
• Order Schedule Language
• Order Schedule Templates

View all 28

Approvals 2

• About Approvals
• Approval Fields

Channel Features 2

• Partner Discount
• How do I setup a Channel Quote?

User Settings 3

• User Preferences
• Assigning Individual User Preferences
• Apply Multi Discount

xRR Features 0

Product Change Management 4

• Replacing a Product
• Changing the Price of a Product
• Wholesale Pricing Changes
• End of Life for a Product

Order Booking 2

• Transaction Booking
• Booking Widget

Reporting 13

• Standard Reports
• Full Renewal Baseline Comparison
• Incremental Bookings
• Renewal Trend
• Overdue Renewals

View all 13

Release Management 1

• Test Plans & Release Management

2024 Releases 1

• Winter 2024

2023 Releases 1

• Winter 2023

2022 Releases 1

• Spring 2022 Release

2020 & 2021 Releases 2

• Spring & Fall 2020
• Spring 2021

2019 Releases 3

• Spring 2019
• Summer 2019
• Fall / Winter 2019

2016 Releases 3

• Summer 2016
• Fall 2016
• Winter 2016

2017 Releases 3

• Spring 2017
• Summer 2017
• Fall 2017

2018 Releases 3

• Winter/Spring 2018
• Summer 2018
• Fall 2018