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Release notes byAnnounceKit

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FeatureNew
3 years ago

Show Numeric attributes in a 'Totals' Row

When configuring the pricing table widget in an output document template or DealRoom template, the administrator can now choose to show the proposal/product attributes in the 'totals' row.

Proposal attributes are data points that are calculated per product and are relative to the quote being prepared. Examples include: ARR, MRR, Start Date, End Date among others. You can now sum up the total of numeric and/or currency attributes for display in the quote preparation as well as in the output documents and DealRoom.

When enabled, you will be able to select the specific proposal attributes for which you would like to calculate the totals. As this feature only works with attributes of the number/currency types, you can select to present a text alternative for any other type of attribute or to remove those attributes from the total line altogether. The system will not summarize product factors (duration/quantity). 


Feature: Output Document / DealRoom Editor - Pricing table