Another Round of agile Quote Enhancements…
We have heard your feedback and continue to make the enhancements you are requesting! Check out these new features recently made available in agile Quotes.
- Ability to open a quote from your 25 most recent list
- Pick quotes as favorites so they do not drop off your 25 most recent list
- Config Center columns (Lead Time and Max Order Qty) are now available to be added to your quote views
- Ability to enter commission percent in the price box to calculate unit pricing
- Option to autosend a quote email thus bypassing the email dialog box
- Visibility of job aliases when creating a new project
Check out these new features recently made available in agile Quotes.
MOST RECENT QUOTES
- You now have the ability within an opened quote, to view and open a recent quote. Click on the RECENT button to view a rolling list of the 25 most recently worked on quotes. Pick quotes as favorites by clicking on the star to turn it yellow. This will “pin” the quote to the recent list until the staris unchecked.
NEW COLUMNS
You now have 2 new columns available that you can add to your quote views. They include the Config Center lead time and the Config Center max order quantity.
COMMISSION PERCENT ENTRY
- You now have the option to calculate a unit price by entering a commission percent in the pricing dialog box. This option is not available however during in line editing.
BYPASS QUOTE EMAIL DIALOG
There is now an option on the quote print option screen to “AUTOSEND” the email which bypasses the email dialog box. The email with the attached quote PDF will auto send to the recipients selected.
AVOID DUPLICATION OF JOBS
- You now have visibility of the job aliases when creating a new project.