Release 216 - Bulk Rate Card Upload; Vote on the PERSUIT Roadmap

Bulk Rate Card Uploads – Now Live in RRPro 

Manually entering rate cards just got a major upgrade. With the new Rates Importer, firm users can now download a formatted template, input their pricing in bulk, and upload it directly into RRPro proposals - saving time and reducing errors for both firms and clients.

What’s Included:

🔹 Download Template – Pre-formatted spreadsheet aligned with the proposal’s rate card setup
🔹 Upload Button – Upload the completed file and auto-fill rate cards instantly
🔹 Error Detection – Get instant feedback if the file has issues (e.g., missing fields, invalid formatting)
🔹 Editable Fields – After upload, users can still review and adjust the rate card before submission

🧠 Need to Know:

• Clients define the format via the RFP
• Firms populate the downloaded template and upload it into the proposal
• Uploading a new file overwrites any existing rate entries
• Only PERSUIT-provided templates are supported
• This applies to standard rate cards only (not individual named timekeepers)

New! Vote on Features in the PERSUIT Roadmap

You can now help shape the future of PERSUIT directly from the platform. With our new Feature Voting panel, client users can view our product roadmap and vote on what matters most.

What’s Included:

🔹 “PERSUIT Roadmap” link added to the main navigation
🔹 Embedded roadmap view powered by Productboard
🔹 Visibility into:
 • Under Consideration: Ideas and feature requests that we're actively exploring. These are not yet committed but are being evaluated based on user feedback, technical feasibility, and business impact.
 • Up Next: Features we plan to build soon. These items are prioritized and likely to move into development in the near term.
 • In Development: Features currently being built by our product and engineering teams. These are in progress and will be released once ready.
 • Shipped: Features that are completed and have been released to the PERSUIT platform. You should be able to use these today!
🔹 Vote and leave comments on features that interest you
🔹 Feedback goes straight to our Product team

🧠 Need to Know:

• You can vote on as many features as you like, but only once per feature
• You can edit or update your votes at any time
• Your feedback is private and used for internal prioritization only
• Feedback is reviewed regularly by our Product team
• You can’t suggest entirely new features through the voting panel - but your CSM can pass those ideas along

For any questions, reach out to support@persuit.com 🚀