Redwood Purchase Agreements Limitations — Cloud Customer Connect
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Redwood Purchase Agreements Limitations

Summary:

Please review some concerns my organization had with Agreements in Redwood, please let me know if there is anything we are missing here in terms of setup related to Creating Agreements, Searching by agreement line, and using more filters similarly to what was available in Classic.

  1. Ability to create Agreements from Manage Agreements page has been removed in Redwood

No ability to create directly from Redwood screen

2. No ability to search by Agreement lines similarly to Classic version (lost ability to export results as well)

3. Limited filters in Redwood as opposed to Classic version

In classic we have all of these fields to filter by:

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