Sending Strata XML

Some clients use Strata for their proposal system. Pricing has a direct line to Strata which makes it easy to send updated files.

After reviewing your rates and making any desired edits, you can easily send your Strata XMLs. If you have Strata as a proposal system, there will be an extra option for you under the download button labeled 'Send to Strata'. 

Having this option selected will send the XML version of whichever rate card and quarter you are currently in directly to Strata. 

* Rate Card Must be published to send files to Strata

 

There will be a pop-up asking you to confirm that you want to send these files to Strata. Click 'Yes' and your XML rate card will be sent!