Coming SEPTEMBER 2021
Make it easier for responders to find and take the primary action for respective Quote Response stages.
Action buttons representing the most commonly taken action based on the Quote stage, are now prominently displayed in the header next to the Group name and Quote action menu.
Quote Response Workspace
When a Quote is in the "New" stage, an "Accept" button and a "Decline" will be present. "Accept" will be green indicating it's the next primary action.
When a Quote is in the "Underwriting" stage, the "Accept" and "Decline" buttons are replaced with a "Submit Quote" button. It will be green indicating it's the next primary action. The Decline action is still available under the action menu.
When a Quote is in the "Won" stage, the "Submit Quote" button is replaced with a "Submit Final Proposal" button. It will be green indicating it's the next primary action.
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