Feature suggestions for ForceBC, PI2 Business Accounts & Seller Tools, PI2 Demo Accounts
(Examples of features relevant to ForceBC: Domo Cards, Opportunity registration, Quotes, Pricing Calculator, Lead Registration, Copy Prospect Data, etc)
Have two fields listed in Force BC for the opportunity Signer and the Opportunity Key Contact
When I try and create an opportunity for a prospect the signatory on the agreement form automatically defaults to the key contact, but our clients want the name of ...
Editing own Contacts in ForceBC
The ability to edit our own Contacts in our company account in ForceBC (name changes, update email addresses etc.).
Closed workshops with feature for Parent/Child accounts together
In a closed workshop to have the ability to have parent & children available in dropdown to attend.
Please add back headcount to the software access configuration
It was helpful to have a quick view of headcount on the ForceBC client account page. It's lower on the page in the details however, I'm finding I miss it in the up
Ability to see all Support Cases for the team and filter by associate
Partners with multiple associates currently can't view all support cases submitted to Partner Services, only individuals can see their own cases. Viewing the team's ...
Amendment order forms
Suggest to make an edit to amendment order forms to make it clear that they are amendments and to which existing order form (quote number).
Email notification on approved quotes to additional users (such as admin) with consultant of record
I do a lot of the admin work for my group of partners, including sending out approved quotes and account pauses. I am not the consultant of record, so I don't get the ...
Tracking Virtual Workshop Preparation
Could you please reintroduce the option to monitor workshop preparation progress? We experience time and time that participants show up unprepared (e.g. having no ...
Discounts not to be shown
I do not want the discount to show on the order from. Please make it possible to remove this line from the quote. Thank you.
Domo report to find all clients with integrations
We are reviewing all clients with the PI2 upcoming transition in mind and would like to be able to note which clients have integrations. Which ones did them ...
In Quote/Contract Doc, Don't Use the Same Term for Two Different Aspects of the Quote
The quote/contract has two different places where the term used is "Billing Frequency." The first is the correct use--when they will be billed, i.e. monthly, ...
Ability to self-create custom reports
FBC is a database and a partner *SHOULD* be able to source the data in a way that makes sense to them/their business needs. Include/add the ability to select the ...
Add child account info to order forms
Would be useful to be able to be able to show child account details on order forms, especially when they are a seperate legal entity (but owned by the parent).
Bring back "Chat with an expert" or "agent offline" messaging to ForceBC chat
In the new changes to the chat feature of Force BC, you can no longer see if an agent if available or offline. Now I have to do extra clicks to find out someone is ...
MVP Scheduled Export/Import
If you could create a min viable product of exporting and importing, so that partners can ensure data accuracy. Thank you for your consideration!
ability to put an account on hold and unhold
Partners should be able to put their accounts on hold and remove the hold themselves.
Add Company Name to Quote Approval Emails
Currently, quote approval emails do not include any identifiable information about the client. Would it be possible to add the client name to the information provided ...