Show/Hide Line Item Totals: We released a new feature that allows you to have more flexibility over how you present pricing information. The "Show Line Item Total" feature enables you to choose whether to display detailed pricing or simply show the total for each pricing section on the contract. Here's what you need to know:
Default Setting: You can find the "Show Line Item Total" toggle in the Pricing row of the Template Builder.
Pricing Section Modals: You can turn this feature on or off in every pricing section. Simply find the "Show Line Item Total" setting when creating or editing a pricing section.
Visibility on Contracts: If you turn off "Show Line Item Total", all pricing except for the section totals will be hidden on the contract.
Policy Creation Process: We've streamlined the policy creation process to save you time and effort. Now, when you click "Create Policy," all contacts associated with the customer are automatically added to the Bulk Send list, eliminating the need for manual selections. Additionally, the contact search fields are filtered by company ID, ensuring accuracy when selecting contacts with similar company names.
Fixes
ZenPolicy Fixes:
We addressed inaccuracies in the "Number of Contacts" on the Customer Policies page.
We corrected discrepancies in the "Score" on the ZenPolicy and Customer Policy pages.
We resolved navigation issues experienced when moving between ZenPolicy and contract pages.
We fixed instances where creating a new policy failed to filter templates by Template type = Policy.
Adjustable Quantities: We resolved an issue relating to Adjustable Quantities where an error was thrown if pricing was added to the contract manually instead of using a Pricing Bundle.
Delete Pricing Bundle: We resolved an issue relating to deleting Pricing Bundles, which did not remove them from the "Default Pricing Bundle" field in Section settings. This caused an error when creating a contract using that section.