You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals. -Pricing tables are very difficult to customize -Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of... Read more
RFPIO is the leading RFP response management solution and the industry's first AI-enabled RFP software, trusted by some of the world's smartest companies to manage responses to RFPs, RFIs, Security Questionnaires, and DDQs.
Through robust and bi-directional integrations, with an open API,... Read more
Is there anything on the roadmap that will allow us to use the Power BI integration in the Client version of Power BI instead of just in the web version?
Our business has one-off sales, which is easy to quote and show the sale's value to the client. However, when we extend this out to include monthly recurring fees (for service or licenses), we have struggled to reflect the total sale's value accurately to the client. For instance, we sell a... Read more
We would like to change the accelo deadline dates to easily reflect is a certain project has run overdue but it is not the fault of our engineering department team. We need to be easily able to change this without going into the project deadline/edit plan section. A user should not be limited... Read more
For eg. I have a list of 100+ items to be purchased or procured together, the terms and conditions of purchase or sub-contracting is same. The terms and conditions need not be seen in each line item in the final report. How to reduce the length of the fi al report.
I'd like to use Outlaw also to manage all contract risks and ensure the fulfillment of contractual obligations, because at the moment I only know how to use the redline tool for this.
To explain my point further, being able to re-create documents within the platform. As we do regularly onboard new clients, being able to have a way to edit saved documents directly on the platform would further streamline the process. Right now, I currently rely on Google Docs or Microsoft Word... Read more
We would like to gather our framework contracts in Oneflow. To easy share it with the organization and also set reminders for price adjusting and extending of contracts.
However we find Oneflow lacking a lot. It's for example not possible to set an exact date for reminders (and change them... Read more
It would be good to know main tips how to simplify usage of SAP. As well most recent problems exist there, how they are solved and maybe some features which exist, however user's are not using them and what can simplify the work.
Is there any free of charge webinars/training to find our new... Read more
I'm trying to find the best quoting software that integrates with HubSpot and also allows for required second signers in certain circumstances like discounts over a given amount. thoughts?
For instance, do all versions of a contract during negotiations count as one?
Can you archive finished contracts so they don't count against the limit, yet bring them back later for a renewal or renegotiation?
Our implementation was prior to Icertis having AI tools available. Because of this we have limited data surrounding the legacy contracts we brought into ICM. We are thinking about re-deploying using standardized AI tools to bring in data on legacy contracts as well as the contracts created in... Read more
Looking for ability to add processing fee onto quote total not as line item. Also option for gratuity line. And ability to modify proposals once accepted.
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