TechnoMile 2024.3 Release Resources

On-Demand Webinar

2024.3 Product Release Webinar - View

Key topics covered:

• New Growth/GSAI Features 

  • Available on Salesforce and Dynamics - View Topic

  • Available on Salesforce only - View Topic

• New Contracts Features

  • Transform Copilot - View Topic

  • Available on Salesforce only - View Topic

  • Available on Dynamics only - View Topic

2024.3 Product Release Webinar PPT - View

Release Notes

Growth Suite

• Growth Suite (on Salesforce Sales Cloud) - Read Article

• Growth Suite (on Salesforce Platform) - Read Article

• Growth Suite (on Microsoft Dynamics) - Read Article

Contracts Suite

• Contracts Suite (on Salesforce) - Read Article

• Contracts Suite (on Microsoft Dynamics) - Read Article

Configuration Guides

Growth Suite (on Salesforce Sales Cloud) 

• Growth Hygiene Configuration Guide - Read Article

• SAM Connector Configuration Guide - Read Article

• SharePoint Connector Configuration Guide - Read Article

• Opportunity Important Fields Configuration Guide - Read Article

Growth Suite (on Salesforce Platform)

• Connector Installation and Configuration Guide - Read Article

• SAM Connector Configuration Guide - Read Article

Growth Suite (on Microsoft Dynamics)

• Growth Suite Installation and Configuration Guide - Read Article

Pre-award Suite (on Salesforce)

• Pre-award Configuration Guide - Read Article

• Delegation of Authority Configuration Guide - Read Article

Contracts Suite (on Salesforce)

• Permission Sets - Read Article

• Validation Rules - Read Article

• DoDAAC and Site Tracking Configuration Guide - Read Article

• Contracts Hygiene Configuration Guide - Read Article

• Revision History Setup Guide - Read Article

• Contracts OOTB Suite External Provisioning Guide - Read Article

• Commercial Contracts Record Type Configuration Guide - Read Article

• Contract Record Type in Agreement Management Configuration Guide - Read Article

• Agreement Management Configuration Guide - Read Article

• Transform Copilot Configuration Guide - Read Article

Contracts Suite (on Microsoft Dynamics)

• Contracts Suite Installation and Configuration Guide - Read Article

• ERP Configuration Guide - Read Article

• SharePoint Configuration Guide - Read Article

• Transform Copilot Configuration Guide - Read Article

User Guides

Growth Suite (on Salesforce Sales Cloud)

• Growth Hygiene - Read Article

• SharePoint User Guide -
  Read Article

• Opportunity Important Fields User Guide - Read Article

Growth Suite (on Salesforce Platform)

• Growth Hygiene User Guide - Read Article

GovSearchAI Portal

• Potential Opportunities User Guide - Read Article

Pre-award Suite (on Salesforce)

• Solicitations User Guide -
  Read Article | Watch Video

• Proposals User Guide -
  Read Article | Watch Video

• Negotiations User Guide -
  Read Article | Watch Video

• TINA Certifications User Guide - {{ glossary.Negotiation}}-act-tina-certification-user-guide" target="_blank" rel="noopener noreferrer">Read Article

Contracts Suite (on Salesforce)

• Transform Copilot User Guide - Read Article | Watch Video

• Clause Management User Guide - Read Article

• Contract Specific Clauses User Guide - Read Article

• Revision History User Guide - Read Article

• Key Clauses User Guide -
  Read Article

• DoDAAC and Site Tracking User Guide - Read Article

• Agreements User Guide -
  Read Article

• Contracts Hygiene User Guide - Read Article

Contracts Suite (on Microsoft Dynamics)

• Transform Copilot User Guide - Read Article | Watch Video

• Clauses User Guide - Read Article

• CLIN/SLINs User Guide -
  Read Article

• Contract Audit History User Guide - Read Article

• Contract and Subcontract User Guide - Coming Soon!

• Contracts Suite User Guide -
  Read Article

• ERP Integration User Guide - Read Article

• Contracts and Mods Business Process Flow User Guide - Read Article

• OCI User Guide - Read Article

• Agreement Management User Guide - Read Article