Requirements Review is powerful, but the value varies depending on how you set it up. In this workshop, learn how to build and refine rules 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 or chaos. Learn how to think about when to design rules, how to avoid over-flagging, and how to roll out rules to your team so adoption sticks.

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