Support Portal

What's new?

• Quote Product Entry Page Enhancements
  • Partner Discount Entry & Default Percentages
• Month to Month Contracts
  • Special considerations for Month to Month Calculations
• Renewal Automation
  • Exclude Special Subscription Products from Expected Renewal Calculations
• Automation
  • Create Assets for non-recurring products
  • Product Programs for special subscription attributes
• Templates
  • Improved Quote Template Selector
  • Custom Terms Field
  • More Custom Text Options for Special Terms and Product sections
  • Draft and Published Templates
• UI Enhancements
  • Field Help Text is now displayed on the Quote and Opportunity entry screens by simply hovering over the field label.
  • Filter by Product Family on the Quote Entry Page
  • Rank Products on the Order Entry page for Quick access
  • Get a quick view into a Customer's contract

Spring 2017 Minor Releases & Changes:

For more info on using these features, please contact Customer Success.

• Quote Terms & Terms Library
  • Expanded options for managing and presenting special language on a Quote by Quote basis.
• Set the Owner of your Renewals based on Account or Opportunity attributes
  • Available in Spring 2017 1.171 and higher
• Custom Quote Template Date Formatting
  • Available in Spring 2017 1.177 and higher
• Custom Quote Template Quantity field
  • Don't want to create a custom table but just need to use your own Quantity field?
  • Available in Spring 2017 1.177 and higher
• Custom Quote Total field
  • Available in Spring 2017 1.189 and higher
• Custom Quote Message
  • Available in Spring 2017 1.189 and higher
• Tier Hovers were changed from Hovers to "Click"
  • Available in Spring 2017 1.191 and higher