Step-by-Step Instructions
Requirements in ReshapeX allow you to capture specific technical or operational constraints tied to an opportunity.1. Open an existing opportunity
Navigate to Opportunities in the sidebar and select the one you’d like to work with.2. Locate the Requirements section
Inside the opportunity, navigate to the Requirements section.3. Add a new requirement
Click the + Create Requirement button to open the requirement entry modal. You can now define:- Name: e.g.
Available Footprint - Value: e.g.
12 x 12 - Units: e.g.
ft
4. Repeat as needed
You can add multiple requirements like:Payload: 50 lbsVoltage: 480VOperating Temperature: 0–40°C
Requirements help ensure all stakeholders are aligned on what success looks like — and can be referenced in proposals, quotes, or handoffs.