Feedback Needed: Itemizing materials lists during agreement creation


Based on your feedback, the team is adding the ability to itemize the exact list of required materials while creating the agreement. This will allow for the most accurate estimation of material costs possible, and will help to feed data to the purchasing / purchase order creation workflow. We plan to include this update in our summer release.

Please review the self-guided prototype below and share your feedback directly in the prototype:

There are also 'quick update' options for renewal agreements, allowing you to update the material cost estimates for a renewal with a single click.

P.S. Speaking of the purchasing / purchase order creation workflow, we have an exciting improvement coming in this area, planned for a couple of weeks after our spring release. Another dedicated post will be created in this Community to share details and provide you all with first access to the improvements. Stay tuned!