We love to hear your feedback. Your suggestions and ideas are important to us. Our feedback forum is a great place to post your ideas and vote on others. Please share your detailed use case and how the proposed enhancements can increase value to your business. We do read all of your posts, but may not be able to respond to all comments.
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On the Offer Documents section of the Offer Card, available Offer Document templates appear and can be viewed by the user. Would like the ability to hide the template documents appearing here as users sometimes view these documents and complete the template manually, instead of clicking the merge document button. In the way that we use the system, we don't have a requirement for a user to view the template documents
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What is the business process you are trying to achieve?
Minimise user error in offer creation, |
