Visual Integration with agile Quotes is Here!
We have added some great integration features to agile Quotes including the ability to:
- Launch to the Visual tools directly from within a quote
- Associate IES file to quote lines and then pass those catalog numbers into the selected Visual tool
Visual Integration
In agile quotes you will now see the Visual icon on the Lines tab tool bar. By clicking on this icon you will see a drop down menu containing all the Visual tools. Make your selection and you will quickly launch to the selected Visual tool.
Do you want to launch Visual and pass specific catalog numbers from your quote into the Visual tool? This is available too!
First you associate the IES file to the quote line. This can be done via the Associate IES File option from the gear drop down on the quote line or you can click on the folder icon in the new IES column (you will need to add the IES column to your Layout). Once the Product Selection box launches make your selection by double clicking on the catalog number or highlight the row and click Select.
When an IES file has been associated to the quote line the icon changes from a folder to the IES icon. Now you can select your quote line(s), go the Visual drop down, select your desired tool, and those catalog numbers will now be passed into the tool.
Improvements to the Calculator Function
When using the calculator function on a Non ABL line quotes will now pull in the default commission percent you have set up for that particular manufacturer in Contact Management.