To get set-up, first reach out to our sales team to discuss pricing and contracts. For a more detailed list of instructions, click here.
To get set-up, first reach out to our sales team to discuss pricing and contracts. For a more detailed list of instructions, click here.
Uploading new rates can be done by uploading an updated spreadsheet. For a full list of steps, click here.
When testing, you may have forgotten to select a necessary field. If the rates are not active yet, you may have forgotten to select ForTestingOnly. Click here for information about testing new rates.
Yes. Simply create a version with the necessary release date, upload the new rates and you are all set. You will also need to set the deactivation date of a previous version to make sure it is no longer active. For more information, click here.
Our content team can add and set up new products for your company. Reach out to the team by emailing content@ipipeline.com
To update any calculation, reach out to our content team to discuss what changes are necessary. You can send an email to content@ipipeline.com
There is not an option to set defaults, however if you copy a previous version, all settings, including states and notes, will be retained. This prevents you from having to select them for each update. Click here for information about copying a version.