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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Future consideration

Status: Future consideration

Comments

Khalees V

Hi, It would be great if there is a screenshot or recording that will help me in better understanding of the problem.

support

@Khalees V @manjula - Adding HSA Bank feedback here as they are running into the same thing in Proposal Builder —- Using the Master Template is too large for them to remove sections to get what they need. Smaller template sizes are proving cumbersome to maintain as the customer has 12 products and over 400 million combinations for pricing. HSA Bank is looking for a much more simplified interface that guides an end user to specific options/selections that they can make and then it would generate a proposal. Attached are screenshots from their prior provider of the UX/UI that their users had to do this. CC: @Ginno Bergunio

Screencaps for Ginno.zip