Rate Card Export
We’ve added a rate card export option inside the existing comparison view export button.
- The new export option will be in the form of unstructured, raw data in an excel file
- Users can transform the raw data in whatever way they’d like
- ‘Start rate’ and ‘Final rate’ will both be listed in the export
- Rate card items will be marked with 'selected' and 'unsuccessful' if applicable.
- Withdrawn proposals will be eliminated from this export.
Who can download this export?
Any user with access to the comparison view can have access to this export (no restrictions).
What if there are multiple proposals from a single firm? Which start and end rate is shown?
If there is more than 1 proposal from a single firm, the rate card will be exported from each proposal. In this instance, you will see the firm name will have an incremented number (1, 2, 3) to represent a subsequent proposal.
If the request has no rate card items, will the export be empty?
If the request has no rate card items, the export button will be shown as inactive. This means the excel export will not be available.
What if rate card items are added or deleted between the first and last proposal?
This can happen when ‘Allow firms to add entries’ is selected, this allows firms to add and remove rate card items across multiple proposal revisions (See image below).
This makes it difficult for PERSUIT to show a start / final rate for three scenarios:
- If a rate card item was absent on the first proposal submission, but present in the final submission, the ‘Starting rate’ will be populated with ‘n/a’.
- If a rate card item was present on the first proposal submission, but absent in the final submissions, the ‘Final rate’ will be populated with ‘n/a’.
- If a rate card item was absent on the first proposal submission, added in subsequent submissions, but removed in the final submission, both the ‘Starting rate’ and ‘Final rate’ will be populated with ‘n/a’.
Users can now duplicate grouped pricing items. This is all intended to save users time and effort in drafting requests with multiple similar grouped pricing items, especially on cross-regional or portfolio matters.
- “Templates” in the menu has been renamed “Manage Templates”
- When revising proposals, scorecard values are now brought forward to the newly revised proposals - previously they were wiped out when revisions took place