The current quote document templates allow for very "functional" basic output due to limited tempalte functionality.
The standard of document output could be signifgican'ty improved if additional functionality could be included in the doucmetn template.
Features to consider:
bullet points
conditional formatting
calulated fields
field formatting
0 Votes
1 Comments
S
Samantha Brooksposted
1 day ago
Triplenine’s has found the current quote templates are functional but insufficient for the complexity of our projects.
The limitations require manual intervention, create inconsistency, and increase the risk of commercial and contractual ambiguity.
Enhancing template functionality will improve accuracy, efficiency, and professionalism in our quote outputs, increasing our confidence in the documents we are producing as we begin to implement WorkGuru into our business.
The current quote document templates allow for very "functional" basic output due to limited tempalte functionality.
The standard of document output could be signifgican'ty improved if additional functionality could be included in the doucmetn template.
Features to consider:
0 Votes
1 Comments
Samantha Brooks posted 1 day ago
Triplenine’s has found the current quote templates are functional but insufficient for the complexity of our projects.
The limitations require manual intervention, create inconsistency, and increase the risk of commercial and contractual ambiguity.
Enhancing template functionality will improve accuracy, efficiency, and professionalism in our quote outputs, increasing our confidence in the documents we are producing as we begin to implement WorkGuru into our business.
0 Votes
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