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Learn more: How to Submit Ideas
Please add the new Commercial Property Blanket fields into the merge fields so we can pull this information into our Schedules/Proposal template.
Guest
| Product Version | AMS360 2020R2 Online |
Thank you Amanda! I agree this is still needed and we are not ready to move to the new system yet.
This idea was always intended for the old schedule/proposal template and not the new proposal builder. Can you please have someone remove the delivered status because it has NOT been delivered and it still MUCH needed!!!!
I would like to be able to pull in the new Blanket feature into our current schedule/ proposal template (NOT the new Proposal Builder) so that we can utilize the new blanket functionality on our Blanket Property customers. Vertafore is still working out the kinks in Proposal Builder and I would like to start using this now.