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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Estimate Templates / Pre-generated Item Groups
We have customers that are lobbying for pre-generated items based on selections at the header level. For a few of these customers we are already using item groups but they want to take it a few steps further. Essentially they are hoping that their reps do not need to decide what products to offer; but rather, the decision is made based on user selections in the header (estimate).
These customers are looking for items to automatically queue in the sublist (E.g. Software company has predefined package of 'x' items with 'y' quantity defined at the header. Package A with 25 users....)
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