Support Portal

• Order Schedule Templates
  • Related Object display on Quotes. Quickly create Tables or Lists of related objects on your Quote documents.
  • BETA: Try out our new Dynamic Bullets functionality to build a cleaner, sequentially numbered terms list across all Special Terms, Quote Terms and Transaction Language.
• Quote Entry
  • Simple application of One Time Discounts
  • Predefined Configurations using Product Configurations
  • Contract Extensions & Add-ons. We've expanded on the enhancements made in Summer 2019 for Term Extensions.
• Channel Centric
  • Enhanced Partner Discounts. Now you can use a matrix of different discounts based for each partner account.
• Usability
  • User Preferences Interface. Easily manage user preferences/permissions across all Users, Profiles or at a Global level.
• Lightning
  • Quicker Template loading when using Lightning
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The Fall / Winter 2019 release spans versions 8.0-TBD