Skip to content
← Have an idea? Share it!

Suitability Report Generator

Suitability Report Generator

Categories

JUMP TO ANOTHER FORUM

(thinking…)

How can we improve Suitability Report Generator?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

4 results found

  1. Enable us to edit spacing on suitability reports

    Please can you change the suitability report template so that we can edit the spacing to single line spacing. I have to edit mine loads once it downloads and i open in word. The template doesn't allow for editing of spacing in paragraphs.

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  2 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Allow tokens to be deleted before preview or finalise

    allow for tokens to be deleted before preview or finalse otherewise you have to create single life , joint life templates for every product category!

    18 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Suitability Letter - Add multiple products, and joint and single applicants

    Protection Suitability report, being able to include multiple products, some joint, some single but advised together.

    36 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  3 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Ability to insert headers and footers on the Suitability Letter templates

    Ability to insert headers on the Suitability Letter templates

    27 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
  • Don't see your idea?