Description

All features in the Essentials package plus upgrades that allow customers to add dealer networks & branded sites

Key Definitions

✅ The customer wishes to create an additional branded site

✅ The customer wishes to enable dealer network support for more than 10 dealers

✅ The customer wishes to supply a custom .KML map to define service areas

✅ The customer opts into a specalized pricing display (protected pricing options & price ranges)

✅ The customer wishes to use a non-standard payment processing and/or tax calculation platform including Stripe, Avalara or Authorize.net

✅ Customer requires API/Webhook access to send data to an unsupported external system

✅ Customer can be implemented in < 4 hours

NOT Included - A customer will require an advanced subscription with a potentially higher set up and monthly cost if they require one or more of the following:

❌ Products and pricing data are created by and inherited from the supplier. Dealers may not add an option, change a business rule, or update a price within a 3D designer.

❌ Integrations that do not include standard implementations of Zapier, Zip Tax, RTON DMS, CAL or Hubspot

Service Areas - IdeaRoom can enforce service areas by requesting a ZIP code or state before the customer can design their building. The following service area options are supported:

Option 1 - Assign a default supplier to each state.

Option 2- Supply a single-polygon KML map. A KML map, created using Google Maps, sets a boundary around the desired service area. This boundary is not limited to state boundaries. When a KML map is used, customers will be prompted for a ZIP code. An error message will be shown if the ZIP code falls outside the polygon. 

Support

Access to the IdeaRoom Support Portal

One named contact from your company to submit changes and manage support communications

Basic site branding editing capabilities