As 2024 comes to a close, we're sharing our final Sales Insight Release Note of the year. Here's what's new:
NEW! Approval Process Enhancements
- Approvers have the ability to "Reject" a quote, providing more control and clarity in the approval process.
- Requestors can now "Re-Request Approval" if an approver hasn't taken action, ensuring smoother workflows and fewer delays.
NEW! Mandatory Project Bid Date
- You can now make the Project Bid Date a required field when creating new projects, ensuring all necessary information is captured.
- Contact your SI Rep for details.
NEW! Aggregate Product Plant on Quote PDF
- When quoting Aggregate products, you now have the option to include the Product Plant on the Quote PDF.
- This can be configured ad hoc for individual quotes or added as a default column setting.
Happy Holidays and Best Wishes!
Peggy
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