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Requested by ENT customer: Genetec Problem Statement: The customer identified a critical functional gap in Proposal Builder that is currently preventing purchase and broader adoption. Proposal Builder today enforces a rigid structure that relies exclusively on Section Templates and does not allow users to insert individual…
My client had an idea that if they could build out a proposal with their sections that are in the CCL in English but needed the entire proposal translated to Spanish, Chinese, Swedish, etc. They could simply select an option from a dropdown once the proposal has been built and it translates the entire thing. Then, they…
Dayforce is requesting that catalogs and sections go into moderation when edited. From Dayforce: "Most team members are not aware that those feed Proposal Builder and the nuances required to maintain sections and catalogs properly. For Proposal Builder exports to work properly, the styles need to match exactly with the…
This is in reference to [TKT-217991] Proposal Builder Publishing and Merge Tag Issues Vision Service Plan (VSP) would like to use Proposal Builder solely to populate merge tags and generate documents, without including Proposal Builder sections. Desired Workflow -Import merge tag values (via file upload or automated…
Hi Team, Currently, the CCL allows me to define custom filters for Sections. However, the same filters are not available in section filters for building my proposal. This is big gap in deals where PB is sold. Kindly consider on priority. @Karthik Kumar @VISWA S @Kunal Shrestha Regards, Sujith
Working with client: Sports Facilities One major improvement would be to have more control of sections and subsections in Proposal Builder. The ability to have a pick list of subsections or move sections to be subsections would be ideal. There is lacking flexibility when you can only pick a top level section. The client is…
Client D-Wave is requesting the ability to add a sub-section to a proposal. While users can currently add new Sections manually, there isn't a function to create or specify Sub-Sections. To improve usability, we should add an option that allows users to: Convert an already created Section into a Sub-Section. Create a brand…
Hi Team, Client is requesting the ability to export Proposal Builders without catalog tags that are unused. Ex: Client has 4 catalogs in template and they only need 2 out of 4. However, the remaining 2 catalog merge tags are visible and when user exports, those merge tags export too and does not get automatically removed.…
Enhancement Requests – Proposal Builder (PB) All requests submitted by Park Loyalty 1. E-signature in PB 2. Table of Contents in PB- Add a clickable section view in the sidebar for easier navigation. Possible connection to missing functionality. 3. Sharing Customization- Allow customization of PB sharing to: - Present with…
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