Product Updates

We are constantly improving SalesDoc Architect based on feedback from customers, changing market dynamics and new technical innovations.  We release an update to SalesDoc Architect on an approximately once-per-month basis, with subscribers being automatically upgraded to the new edition.

Most recent updates (January, 2012)
Past Updates – 2011
Past Updates – 2010
Past Updates – 2009
Past Updates – 2008
Past Updates – 2007
Past Updates – 2006
Past Updates – 2005

Most Recent Updates (January, 2012)

SalesDoc Architect Version:  7.085
SalesDoc Architect Release Date:  January 25, 2012

END-USER CHANGES

• New! Pro Edition subscribers can now incorporate customer-specific pricing into their quotes for situations where the seller is contractually obligated to sell specific items at agreed-to pricing.  You can also incorporate customer-specific costing , such as when a manufacturer provides lower costing to the reseller to support the lower pricing that the reseller provides to a specific end customer.  For more information, please see our “Customer-Specific Pricing” help topic.
• New! The help files – including the PDF version – have been updated to incorporate all of the recent changes to SalesDoc Architect.

ARCHITECT MANAGER CHANGES

• New! From any tab within a quote file, you can now reference specific part numbers on the Write-In tab within configuration formulas.  This is particularly useful when you want to reference part numbers imported into the Write-In tab from manufacturer or distributor configuration/pricing tools.
• New! References to item counts (i.e., quantities of ItemCats), rangenames on the BaseInfo tab and specific parts on the Write-In tab can be used in configuration formulas on the Assemblies tab.  This means that you can auto-configure parts within an assembly – especially within templates that you want to re-use – based on other parts configured or user selections (e.g., PVC vs. plenum, CAT5e vs CAT6).
• New! The help files – including the PDF version – have been updated to incorporate all of the recent changes to SalesDoc Architect.  In addition, a new “Anatomy of a Quote File” (starting on page 24 of the PDF) has been added to explain all of the components within a quote file, along with the folder and file locations of several key SalesDoc Architect files.  We recommend that all SalesDoc Architect Managers review this new section.
• New! Write-in_Import.xlt has been added to the PQManager/Templates folder as a template file that end users can use for importing files (with fieldnames in first row) into quote files.  For more information on importing Excel files into the Write-In tab of a quote file, please see the “Importable Field Names on Write-In Tab” help topic in the end user guide.

VENDOR CONTENT CHANGES – NEC

• Full automation has been added for the SV8300 and SV8500 communications solutions (see our news release), including…
  • The auto-selection of proposal doc sections based on the parts you configure for a particular quote.
  • Auto-calculation of labor.
  • Availability of data to help you auto-configure peripheral parts based on ItemCat data.  For the list of ItemCats you can use in your calculations (using the SUMIF(Item,[ItemCat name],ItemTotal) Excel formula), run the Item Categories report.
• Numerous adjustments have been made to default labor hours for SV8100 parts.

VENDOR CONTENT CHANGES – AVAYA

• Updated proposal sections for IP Office rel. 8:
  • Avaya IP Office Preferred Edition
  • Avaya IP Office Essential Edition

VENDOR CONTENT CHANGES – MITEL

• Added Mitel 5505 Cordless IP Guest Phone and associated doc section
• Added Mitel 5607 Wireless Phone and associated doc section
• Several other parts and doc sections have been updated.  Architect Managers: please run the Parts Master and Doc Sections reports, sorted by last update date (descending), to see all of the latest updates.

VENDOR CONTENT CHANGES – SHORETEL

• Added ShoreTel Enterprise Mobility (Mobility Router) doc section, associated with the following part numbers:
  • 80120, 80121, 80122
  • Added default install labor hrs at 16 for each
• Changed labor hours for SA-100 Conf and IM, p/n 60125 to 8 hrs

VENDOR CONTENT CHANGES – TOSHIBA

• New Part Numbers Added for Existing Phone Sets under the Special Promotional Pricing as follows:
  • IP5022-SD-SPC, 10-button IP Speakerphone 4-line Non-backlit LCD, GigE
  • IP5122-SD-SPC, 10-button IP Speakerphone 4-line Backlit LCD, GigE
  • IP5122-SDC-SPC, 10-button IP Speakerphone 4-line Backlit LCD, GigE, CO Line Intf.
  • IP5131-SDL-SPC, 20-button IP Speakerphone 9-line, 100Mbps
  • IP5132-SD-SPC, 20-button IP Speakerphone 4-line Backlit LCD, GigE
  • IP5522-SD-SPC, 10-button IP Speakerphone 4-line Non-backlit LCD, 100Mbps
  • IP5531-SDL-SPC, 20-button IP Speakerphone 9-line Backlit LCD, GigE
  • IP5622-SD-SPC, 10-button IP Speakerphone 4-line Backlit LCD, 100Mbps
  • IP5631-SDL-SPC, 20-button IP Speakerphone 9-line Backlit LCD, 100Mbps
• Other New Parts added and associated with existing doc sections:
  • IP4100-STARTKIT, IP4100-DECT and IP4100-BASE bundle
  • CTI-TMENT-RSYS, Talkument server upgrade
  • BPTU2A, ISDN Primary Rate Interface Unit
  • I-CP-TRUNK-DISC, New discount trunk license
• Updated IPedge Messaging Document Section to reflect that Unified Messaging, fax and scripts are now standard.