Customers would like the flexibility to choose to where their mark-up is applied. This helps keep the margin in an expected place. Current Functionality: Users enter in a Flat or % mark-up. That mark-up is calculated against the Total rate only. T...
During client implementation, often there will be a request to run this report: https://gocatapult.atlassian.net/wiki/spaces/QMS/pages/118456329/External+Surcharge+Mapping+Report This report shows a client what surcharges are included in their con...
Add Quote ID to General section of Quote Form Builder
Currently, only the Master Quote is available in the General Section. Users would like to display the Quote ID (q####) in a custom position of the Quote Form and would like this added.
Users need the ability to manage their own Multi-Search templates. We need to add a "Manage Saved Grids" pop-up window to allow users to Delete and Change the Names of saved grids and perhaps other actions.
Update "Use Custom Carrier" toggle to show "Use Custom Carrier & SCAC". Add a free form field for a user to enter in a custom SCAC. This SCAC would populate throughout QMS as well as outputs - Quote Forms, API & XML.
General Description: Download to excel is only available for Multi search. Customers with large rate result returns, especially with multiple sizes are getting time-outs (from their end). So it would be good to allow a download rather than renderi...
General Description: This is a much needed update to the Quote Form Builder (QFB) to allow users to set their page format to either Portrait View or Landscape View. Often, users need to add more columns of information than the current format allow...
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