Significantly enhance your workflow efficiency and time management by updating line items in bulk with Add Line Item to Deal.
Upon installation of the app and activation of the premium plan, users gain the ability to conveniently set and update various parameters such as Payment type (One-time, Recurring, Automatic Renewal), Billing Frequency (Monthly, Quarterly, Semi-annually, Annually, Every 2, 3, 4 or 5 years), Term in months, and Start Date of billing.
Furthermore, the bulk update feature of the Add Line Item to Deal app allows users to efficiently manage multiple line items at once, saving them valuable time and effort.
For instance, if a deal undergoes a significant change in its terms or payment structure, users can quickly update all relevant line items in one go.
This means that if a deal transitions from a one-time payment to an Automatic Renewal setup, users can seamlessly adjust all associated line items to reflect this transition.
Similarly, if a payment status shifts to recurring, users can easily make the necessary modifications across the board.
To implement this process in a workflow
Step 1: Begin by creating a workflow and setting the trigger as displayed in the corresponding screenshot.
Step 2: Establish a separate branch for each payment type option.
Step 3: Utilize the "Update line item in bulk" workflow action to effectively update the payment type of deal line items.
Step 4: Consider creating individual branches for each billing frequency value to enhance organization and alignment of line items.
This streamlined and effective process not only enhances workflow efficiency but also ensures that all line item details are accurately updated and maintained consistently.
By taking advantage of the app's functionalities, users can boost their productivity levels and effectively adapt to changes in deal properties without any hassle.
Ultimately, the Add Line Item to Deal app empowers users to efficiently manage and update their line items in a way that is both time-saving and precise.