New Submittal Generator Enhancements: Import quote changes to your submittal and a brand-new audit log!

  • You can now import any changes made in your quote to your submittals. These changes can be for the type, quantity, catalog number, and/or comments. Once the quote has been saved with any changes, on the submittal click import. Once you click import the submittal will update any lines that have been updated in the quote and will reflect the changes. View the specific changes made from importing on the audit tab.
  • We have added an audit log tab to the submittals. The audit log will capture new changes made to the submittals including changing of the submittal name or contacts, adding/removing/updating lines and their content, importing from a quote, generating the package, and more. *The order number column in the audit tab refers to the order number on the lines tab.

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