Requirements Review is powerful, but the value depends on how you set it up. In this workshop, we’ll build and refine rules together so the feature works the way your team actually quotes, helping you quickly separate your bullseye work (the ideal part profile you’re best suited to win profitably) from the jobs that create risk, margin squeeze, or chaos. You’ll learn how to think about rule design, how to avoid over-flagging, and how to roll rules out so adoption sticks. Leave with practical ideas and a stronger ruleset you can apply right away to hit the bullseye more often.

Level/Prerequisites: Recommended for users familiar with core Paperless Parts functionality who want to deepen their knowledge. Especially valuable for users who frequently quote from prints.