Holophane agile Quotes – New Functionality, Enhancements and Fixes

A new version of agile Quotes (1.5.13.0) has been deployed to Production.  Highlights of this release include:

• Deducts (ability to enter in negative quantities)
• Cross-Quote Copy/Paste functionality
• “Clipboard” output customization
• Several additional enhancements and bug fixes

WHAT’S NEW?

Deducts: You now have the ability to enter negative quantities in agile Quotes. Please note that negative lines will affect the Screen/Grand Total. In addition the following functionality will not work on lines with a negative quantity:

• RFD
• Spread (you can still use the Spread button it will just ignore negative lines)

Stay tuned for a blog coming next week with more information on Deducts!

WHAT FEATURES HAVE BEEN ENHANCED?

 Cross-Quote Copy/Paste

The ability to Copy & Paste across quotes has been added to agile Quotes. To accommodate this we have added a “Paste” button both in the Lines Tab menu bar (which will paste to the bottom of the current quote) and in the line level menu (which will paste above the current line). Please note the line level menu will now allow you to paste into the quote where you want as opposed to the bottom of the quote.  A few additional points of interest:

• The “Paste” functionality will Copy RFDs and the corresponding approvals/good through dates
• The Paste functionality will copy Negotiations, but only in the same Quote version. If you paste into a different version or Quote you will need to resubmit to the Holophane Quote Department for Pricing Approval
• Copy has now been enabled for “Read Only” quotes’

Stay tuned for a blog coming next week with more information on Cross-Quote Copy/Paste

Printing

• Changed the default file name for the pdf copy of the quote  to [Job Name], [Quote Number].pdf
• You can now “Send” from the print preview
• Will now default “Quoted By” to the creator of the Quote

Submit for Review

The “Comments” field on the “Submit for Review” dialog has been increased from 20 to 200 characters. In addition it will now add the text entered in the “Comments” field as a Note on the submitted version

• The e-mail letting you know that the Quote Review is complete now includes the Rep Number in the Quote #

Clipboard

The Clipboard functionality has been re-enabled for Holophane has had the following changes have been made to it.

• You can now customize the fields to be copied to the clipboard using the Preferences dialog on the Quotes Dashboard
• When pasting into an E-mail or Office document the output from the “Clipboard” will now use a fixed-width font (Courier New). This will help with alignment issues in applications where you are able to specify a font

 WHAT ISSUES HAVE BEEN ADDRESSED?

 Multi-Man Territory Visibility

• Addressed issues with visibility and opening of quotes from other Reps in a multi-man territory. Please note with this deployment we will no longer be creating auto-subscriptions for multi-man Reps

Printing

• Addressed an issue where inactive Reps were being shown in the “Quoted By:” drop down. Now it will only show the following:
  • The creator of the quote
  • Reps in the same territory
  • Reps who have a subscription
• Addressed an issue where Printouts would not generate due to page wrapping issues
• Addressed an issue where the app would crash on “Send” if an Outlook dialog was open. Users will now be prompted to let them know what has happened

Reconfiguring a Line with an RFD

• It is no longer possible to reconfigure a line with a requested RFD

Convert while quote is pending Quote Review

• It is no longer possible for a corporate user to Convert a quote that is pending Quote Review. The Review will need to be completed first. This is to address issues with orphaned workqueues in the Quote Department

Project “Save As New”

• Fixed an issue where “Save As New” was not resetting the Version number and Quote status on the new quote