Bulk Editor is a new feature in Project Container that allows users to update PESCO Sales Process and Project Status for up to 100 projects at one time. Previously, users could only update their projects’ fields by opening and saving each project individually. File Import is an addon feature for Bulk Editor that bulk updates up to 100 projects by importing an Excel template. Bulk Editor and File Import were driven by…
Quote’s Product Detail dialog has been enhanced to automatically generate full product descriptions, which can be printed on the quote. Previously, users needed to manually type each product description into the Product Detail dialog to print the description on a quote, disrupting their quoting workflow. To access the Product Detail dialog, click on the wheel icon next to any quote line with a valid Catalog number and click on Product Detail. Product Detail…
Users can now configure default preferences for Quote’s Job Pack flag that determines whether a quote will job pack by default, saving users time and preventing costly packaging errors. With these new settings, users can set default preferences for Project Quotes and Quick Quotes individually. These settings carry over from Quote into Order Management and are unique to each user’s machine, meaning that your settings are not shared…
To protect agents from losing overage and paying unforeseen freight charges, Quote now triggers a real-time warning when overage is detected on non-ABL manufacturers’ lines that exclude overage from their freight minimum terms, and the quote does not qualify for the manufacturer’s Freight terms. The warning also provides the following information to help guide your next steps: *Please note that non-ABL manufacturers’ freight terms are stored in Contact Management and…
A new export option is available in agile Quote. Now, users can instantly export quotes without including any pricing or commission-related data. With this option, your quotes’ sensitive transactional data is protected if ingested by any external, third-party software. To access this new option, launch your desired quote and click the Export button on the header: Please note that the pricing and commission field labels will be visible in your exported file, however their data…
A new export option is available in agile Quote. Now, agents can instantly export quotes without including any pricing or commission-related data. With this option, your quotes’ sensitive transactional data is protected if ingested by any external, third-party software. To access this new option, launch your desired quote and click the Export button on the header. There are two options available: Please note that the pricing and commission field labels will be visible…
In early March 2026, Quote Security: Elevated Access launched to agile providing agents with special permissions the ability to restrict access to quotes in their agency with a single button-click. This new security layer is now also available in Bid Board, to deliver a seamless and cohesive user experience across agile. With the security expansion to Bid Board, users who do not have elevated access cannot…
Quote Security: Elevated Access is a new feature in agile that provides agents with special permissions the ability to restrict access to quotes in their agency with a single button-click. Quote Security protects confidential versions of a quote from being accessed by a user unless they have new, elevated access. This feature is controlled by a new agile role that, when granted to the user, provides a button that can toggle access on and off for the desired quote. Corporate users’ access to agency quotes are unaffected….
Quote Security: Elevated Access is a new feature in agile that provides agents with special permissions the ability to restrict access to quotes in their agency with a single button-click. Quote Security protects confidential versions of a quote from being accessed by a user unless they have new, elevated access. This feature is controlled by a new agile role that, when granted to the user, provides a button that can toggle access on and off for the desired quote. If a quote is protected by Quote Security and you do…
File Import is an addon feature for Project Container’s Bulk Editor that gives users the ability to bulk update multiple projects’ Phase and Status fields at one time by importing an Excel template. Users now have two methods of bulk updating their projects: This feature was driven by user feedback for faster, more efficient solutions for day-to-day opportunity management and enabling more reliable project data. Prior to the release of Bulk Editor and File…
USER GUIDE Find answers to frequently asked questions about agile Quote’s new security feature, including how to get access to it, where to find it, and how to use it. 1. What is Quote Security: Elevated Access? A: Quote Security: Elevated Access is a new feature in agile that gives users with elevated permissions the…
Stock Pricing Tool has been updated to log actions performed from the Customers Tab including when a customer has been added, removed, or when the Status has changed. Upcoming releases will also capture actions from the Products Tab and Notes Tab.
FREQUENTLY ASKED QUESTIONS Find answers to frequently asked questions about Project Container’s new Bulk Editor and File Import tools including where to find them, their use cases, and how to take advantage of their features. Bulk Editor File Import 1a. What is Bulk Editor? A: Bulk Editor is a new feature in Project Container that…
With today’s agile Quote update, users can now apply a dollar amount markup to quote lines, increasing each line’s Unit $ by the specified dollar amount using the Spread dialog’s Unit $ option. This new feature provides users with more flexibility in how they mark up their quote lines using the Spread dialog, which was…
With today’s agile Quote update, a new “Round Up” feature is available in Quote’s Spread dialog. This feature allows the user to round up the desired spread amount by: This free-form field allows the user the flexibility to tailor Spread’s rounding to best suit their business needs, maximizing the dollars on their quotes while minimizing…
With today’s agile Quote update, the ABL Expiration Date will be automatically removed upon saving or opening a quote, if: This update does not apply to quotes in Review Requested (REQ) or Historical (HIS) status. When the ABL Expiration Date is removed from a quote, the action is written to the quote’s Audit Log, along…
Upon opening a quote with expired ABL pricing, a pop-up warning message will alert the user that the quote’s ABL expiration date has passed. The user can then re-submit the quote to the Acuity Quotes Department for approval if needed.
We are excited to announce the new search, export, and refresh capabilities for the Audit Log in Stock Pricing Tool. Search With the search feature, users can easily find information by searching for entry date, entry time, keywords, created by, and more. Export Additionally, users can now export the Audit Log. This feature is especially…
We are excited to announce the new search and export capabilities for the Audit Log in Quote. Search With the search feature, users can easily find information by searching for entry date, entry time, keywords, created by, quote number, and more. Export Additionally, users can now export the Audit Log. This feature is especially useful…
We are excited to announce the new search, export and refresh capabilities for the Audit Log in Agile Project Container. With the search feature, users can easily find information by searching for date, keywords, user IDs, and more. Search With the search feature, users can easily find information by searching for keywords, user IDs, and…
In agile Quote, when approving a customer’s Acuity Distributor Center (ADC) quote for converting to an order, please be aware that only Instruction 37 (Lump Sum) will appear on the ADC order. All other Standard Instructions will not carry over to the ADC order. Adding Standard Instructions that do not carry over to ADC orders…
A new option is available in agile Quote that allows users to send an email notification to customers when their quote is ready to convert to an order in Acuity Distributor Center (ADC). From the ADC tab in Quote, when you click the Approved for Convert checkbox, a new dropdown menu will appear. From here,…