Expanded Matter Management integration so users can link an RFP to an existing matter or create a new matter during RFP setup. Awarded rates, matter date ranges, phases, and spend details can now be sent to Matter Management.
RFP is now integrated with OnitX ELM to support matter selection from OnitX and alignment of budget data between the systems. The integration also includes support for field mapping and settings to accommodate customized ELM configurations.
Added support for saving engagement letters as reusable templates with fields for proposal-specific information. Engagement letter templates are now available during RFP drafting, and any engagement letter included in a saved RFP template is preserved with that template.
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