New Desking - Add Address to Default Proposal
complete
K
Karris McKie-Kaiser
Add address to the new desking proposal to verify address for rebates/incentives purposes.
J
Jacob Coleman
complete
We've released a "Show Address" Print option for the Default Proposal that will add the address to the proposal. Thanks for the feedback on this!
Adam Check
This is a necessary feature. Showing taxes and fees on a proposal is irrelevant without having a frame of reference for the relevant taxation address. Thank you.
J
Jacob Coleman
planned
Thanks for the feedback! This is now on our roadmap.
Shelby Parker
Thank you for posting, Karris McKie-Kaiser! I have a few more questions for you:
- What specific address information needs to be included on the desking proposal sheet?
- Are there any specific formats or standards for the address that need to be followed?
- How frequently do you anticipate needing to update or verify the address information for rebates/incentives?
K
Karris McKie-Kaiser
Shelby Parker Full address (street address, city, state, zip code) should be included on every proposal that is printed. Customer will verify the address as we are negotiating, keeping the rebates/incentives accurate.