What's new?
- Order Schedule Templates
- Product Terms Section Customization
- More flexibility for Quote and Line Totals in Tables
- Specify Quantity and Price Attributes so they inherit standard template functionality.
- Template filtering on Groups and Column Editor
- Quote Entry
- Automatically add Quote Terms with Product Terms
- Clone Line & Undo All
- Sync the Quote from the Quote Line Entry screen
- Tag Favorite products for quick and easy access, and even sticky your favorites every time you load the Quote entry page!
- Bundles
- Improved Bundle Line Editor
- No need to contact Support to Enable additional Bundle totals, you can now add a List Price Bundle Total and ARR Bundle Total by simply creating two fields on Quote Line Items.
- Hide Attributes on Bundle Lines - even if a Bundle is not collapsed on an Order Schedule, any attributes applied to the Line Item from the Bundle Item such as "Hide Price" or "Hide Quantity" will still take effect on the Order Form.
- Automation
- Quote Term Approval Level
- Detailed Renewal Refresher email error logs
- Book Order with Lightning Support
- Convert a contract into month-to-month
- Renew Percentage based products as a fixed price
- Over List Price Recalculation for Uplifted Products.
What's Changing?
- Order Schedule Total Field can also be displayed using a field from the Quote instead of just line item sums.
- Terms Sections will be ignored if the "Group All Terms" box is selected on your Quote Template. It will group all Terms under one section. The Heading used will be from the "Special Terms Header Text" defined on the template.
- Products that are set as Tiered products by Admins, but do not have Tiers associated with them will not be shown as a "Tiered" product on the line editor screen.
What's Coming?
- BETA - Line Segments - easily segment Product Lines into pre-defined programs, such as multi-year ramps, or even promotions like 15 for 12!