Business Case Preparation Document

PRO ONLY FEATURE

Before a customer visit you can send a document to help collect data pertinent to the business case.

The document can be generated for a particular suite from within the Benefits section.

For more configuration options you can generate the document from the session summary screen. Here you can choose multiple suites, specific benefits and the information the document should contain. This includes any existing benefit values or notes and the behind the calculation information.

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