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Allow Inline Q+A Pair Insertion Between Sections in Proposal Builder
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…
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Choice of language
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…
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Sections/Subsection issues
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…
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Ability to add new Sub-Sections to Proposal Builder
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…
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Ability to export without unused catalog tags
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.…
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Proposal Builder Request from Park Loyalty
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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Moved: Parity in style export behavior between Projects & Proposal Builder
This discussion has been moved.
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Parity in style export behavior between Projects & Proposal Builder
As it stands, there is a difference in how styles behave when they come through a project or via proposal builder and are exported into the template. With projects, you can do style clean-up with the answer style and also benefit from matching style names in the platform/project content and the template to have more…
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Section Search Interface
The search interface for selecting sections is too cumbersome in either projects or proposal builder – due to the sheer number and variety of templates/approaches a client has, it was felt that it was not an easy enough process to select the section content to win over end-users
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Moved: Proposal Builder Request from Park Loyalty
This discussion has been moved.
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Moved: Ability to export without unused catalog tags
This discussion has been moved.
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Moved: Ability to add new Sub-Sections to Proposal Builder
This discussion has been moved.
