December, 2011 Updates
SalesDoc Architect Version: 7.083
SalesDoc Architect Release Date: December 9, 2011
END-USER CHANGES
- New! You can check how up-to-date you are with regard to CorsPro-provided manufacturer content by clicking the Help menu, then “Show manufacturer content update date(s)”.
- In the last release, we added lots of functionality to the Help menu, providing you not only with help resources, but also with the ability to provide us with product improvement ideas and manufacturer/vendor content update suggestions. Following are the update Help menu options:
- SalesDoc Architect Help, which is the in-application help.
- Help videos and resources, providing you with a link to our online training videos.
- SDA support FAQs, with answers to common issues/problems.
- Submit CorsPro support request, our online form for submitting support requests, including the ability to upload files.
- Submit product feedback, our online form for submitting product improvement ideas.
- Submit vendor content requests, our online form for submitting ideas for manufacturer/vendor content additions and improvements.
- Show manufacturer content update date(s), which shows the last update date for the manufacturer/vendor content that you subscribe to.
- Contact CorsPro, which describes various ways for you to contact us.
ARCHITECT MANAGER CHANGES
- New! Generic scope of work Word document content has been added (see our news release). Detailed instructions for incorporating this new content into your setup can be found here.
- New! Generic assemblies content (for structured cabling solutions, etc.) has been added. Please see our news release and view our recent webinar on the new assemblies functionality.
VENDOR CONTENT CHANGES – AVAYA
- We’ve increased the level of automation for all Avaya solutions and added import functions for several Avaya and distributor configuration/pricing tools. See our news release for more information.
- Added new IP Office Release 8 document sections:
- Avaya IP DECT gateway
- Avaya IP Office basic edition
- Avaya IP Office Essential Edition license
- Avaya Customer Call Reporter
- Avaya one-X Portal for IP Office
- Avaya one-X Mobile Preferred for IP Office
- Note: currently you must select these doc sections using the Avaya proposal doc selector tab. We will automate the inclusion of these doc sections in the next release of SalesDoc Architect.
- Updated info on 96xx and 94xx phones:
- Avaya 9611G IP Deskphone
- Avaya 9601 SIP Deskphone
- Avaya 9404 Digital Deskphone
- Avaya 9400 Series Digital Deskphones overview
- Avaya 9408 Digital Deskphone
- Avaya Aura updates:
- Avaya Aura Call Center Elite
- Avaya Aura Messaging
- Avaya Aura Communication Manager
- Avaya Aura System Manager
- Avaya Aura Workforce Optimization
- Avaya Aura Session Manager
- Other documents added:
- Avaya Advanced Gateway 2330
- Avaya Call Management System
- Avaya IQ contact center unified reporting
- Avaya One-x Agent
- Avaya Agile Communication Environment
- Avaya Meeting Exchange
- Avaya Basic Call Management System
VENDOR CONTENT CHANGES – MITEL
- Added Bluetooth module and handset.
- Added Executive digital telephone (550.4500) and classic basic digital telephone (520.4300) and related doc sections.
- The Mitel Sales Workbench import function has been modified to bring in actual COST when the “Get pricing from import file (not database) on next import” box is checked on the Write-In tab (note: you can set the default for this checkbox in user setup). Previously, the import function brought in the MSRP (aka MLP) from the import file, but calculated the net cost based on the vendor discounts in your SalesDoc Architect setup.
- 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 – NEC
- Full automation has been added for the SV8100 communications solution (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.
- The Master Quote import function has been modified to apply category discounts against the line-item parts rather than inserting a lump-sum discount at the bottom. In addition, Master Quote ID information is now being inserted as a cell comment in the first column and row of the imported NEC quote.
VENDOR CONTENT CHANGES – SHORETEL
- ShoreWare workgroup monitor application and associated doc section added.
- SA-100 appliance and associated doc section added.
VENDOR CONTENT CHANGES – TOSHIBA
- Added Toshiba docs for IPedge server/phone warranties and Software Support and Upgrade Service. Now all warranties list the number of years in the proposal.
- IPedge release 1.1 content added to existing overview docs for the EC and EM models.
- New docs and parts added for the release 1.1 survivability (for EC and EM) and RAID (for EC).
- IP4100 DECT phone and related doc section added.
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October, 2011 Updates
SalesDoc Architect Version: 7.078
SalesDoc Architect Release Date: October 11, 2011
END-USER CHANGES
- New! An “Export Assy/SubAssy” button has been added to the Build Sub-Assemblies & Final Assemblies dialog box, accessible via the Assemblies button on the SDA toolbar (available only to Pro Edition subscribers). This enables you to save assemblies/sub-assemblies that you’ve created in live quotes as template files that you can import into future quotes. Simply click the sub-assembly or final assembly that you’d like to export, then click the “EXPORT Assy/SubAssy” button. Once the information is exported, save the file to your hard drive (for quicker access, save it to your PQuote/Assemblies folder). For more info, click the Help button within the Build Sub-Assemblies & Final Assemblies dialog box.
ARCHITECT MANAGER CHANGES
- New! We’ve created a new way to push information from CRM solutions and contact managers into new SalesDoc Architect quote files that eliminates the need to merge the data into Word, then have the user click the “Open SalesDoc Architect” button. From your CRM solution, create an Excel file called “MergeData.xls” in the PQuote/Data folder, then call a sub-routine called “MergeDataToNewQuote” in PQFunct.xla. With no further user intervention, the data in the MergeData.xls file will be pushed into a new SDA quote file. A sample of the MergeData.xls file can be downloaded here.
VENDOR CONTENT CHANGES – TOSHIBA
- Numerous formatting changes were made to the proposal doc sections, especially to the Toshiba Surveillance doc sections.
- Several new part/ItemCat associations were added to the database, including SetIP associations against several speakerphone sets, and ItemCats associated against the IPEdge controllers. You can now detect the controllers by using SUMIF calculations for the following ItemCats: IPedgeEC, IPedgeEM and IPedgeEP.
- Several new part/doc associations were added to the database, including for the 5531 set and the Toshiba NVS series recorder.
- For a complete list of changes, Architect Managers can run any of the reports sorted by last update date (descending).
VENDOR CONTENT CHANGES – MITEL
- Added 5610 DECT phone and doc section
- Updated 5550 IP Console doc
- Associated the Mitel 5000 twinning doc section with all Mitel 5000 system parts
- ItemCats added for ONSLicenses and TDMLicenses
- 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 – AVAYA
- Avaya B5800 Branch Gateway doc section added
- Avaya Advanced Gateway 2300 doc section added
- The Catalyst IP Office import function has been modified to strip off “LUC-” from all part numbers to convert the part numbers into Avaya manufacturer part numbers so that doc and ItemCat associations can properly be made.
- The Avaya EZQuote import function has been modified to pull in dealer net cost from the import file.
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August, 2011 Updates
SalesDoc Architect Version: 7.075
SalesDoc Architect Release Date: August 26, 2011
END-USER CHANGES
- New! SalesDoc Architect Pro Edition subscribers will notice a new Assemblies button on their toolbar. This new functionality enables solutions to be configured using a building-block approach. This is especially useful when configuring complex solutions with multiple bill-of-material levels, such as structured cabling and audio/video solutions. In order to utilize the assemblies functionality, your administrator must perform some setup. To learn more, we encourage you to sign up for one of our upcoming webinars (on August 31 and September 9) on the new functionality.
- New! The Help button has expanded to include a whole drop-down menu of help resources. Several of the help options take you directly to pages on our website where you can read information or submit requests for support, vendor content updates or product improvements. We encourage you to use those resources and communicate with us!
- New! The time to create a new SalesDoc Architect quote file has been substantially reduced. Instead of rebuilding it from scratch every time, only the updated components (e.g., if the Base Info tab has been modified) are updated when a new quote file is created.
ARCHITECT MANAGER CHANGES
- New! We’ve added several new quote import options, including QuoteWerks, ScanSource (for ShoreTel quotes), Anixter, Catalyst, Jenne, and Tech Data. Please contact us if you wish to add one or more of these options to your Import menu. Please also see our news release on these new import functions. If there is an import option that you’re looking for, please contact us as well, as we may already have it.
- New! New assemblies functionality – especially useful for structured cabling solutions – has been added to SalesDoc Architect for Pro Version subscribers (you’ll know if you have it if you see the Assemblies button on your toolbar). This is substantial new functionality, almost a separate tool in itself. Some administrator setup is required. We encourage you to sign up for one of our upcoming webinars (on August 31 and September 9) on the new functionality. For those who have been using the beta version of this functionality, there are new features in this edition, including the ability to save sub-assembly/assembly template files.
VENDOR CONTENT CHANGES – TOSHIBA
- IPedge proposal content, part numbers and part/doc associations have been added! Simply configure your quote in Toshiba’s CIX tool, export the configuration, then import it into SalesDoc Architect. From there, you can generate quotes and proposals and the appropriate doc sections will be automatically inserted in the outputs.
VENDOR CONTENT CHANGES – MITEL
- The new MAS part numbers (54005441 through 54005444) have been added.
- The ISS core software parts (54004962 and 54005062) have been associated with the MCD doc sections.
- 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 – NEC
- The import function has been substantially updated so that category discounts are applied against each part number, rather than inserting a lump-sum discount at the bottom of the imported solution.
VENDOR CONTENT CHANGES – AVAYA
- The IP Office Overview and 9508 digital phone set proposal doc sections have been updated.
VENDOR CONTENT CHANGES – SHORETEL
- The enterprise contact center proposal document has been updated.
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June, 2011 Updates
SalesDoc Architect Version: 7.070
SalesDoc Architect Release Date: June 28, 2011
END-USER CHANGES
- New! You can now import Excel XLSX files (in addition to XLS files) via the Import menu for Excel-based imports. In addition, when consolidating multiple quote files to generate multi-quote/site proposals, you can select XLSX quote files.
- New! We’ve added a new import option for QuoteWerks quotes. Please see your administrator for further details.
ARCHITECT MANAGER CHANGES
- New! An import option for QuoteWerks quotes has been added. To add the QuoteWerks import option to your setup, please download and run our utility tool on the Architect Manager machine.
VENDOR CONTENT CHANGES – MITEL
- The Mitel 5000 base kits (no CF) have been added, along with associated engineering and document content.
- An item category called “SetDigitalLicense” has been created for digital set licenses.
- Document sections have been updated to fix the font issues that some clients have been experiencing.
- 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.
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May, 2011 Updates
SalesDoc Architect Version: 7.068
SalesDoc Architect Release Date: May 13, 2011
END-USER CHANGES
- New! The Price Book has a new look: rather than pulling up an Excel tab, when you click the Price Book button, a search dialog screen will pop up. You can enter search criteria in one or more of the search fields, and use * (the asterisk) as a wildcard character. You can also enter the first few characters within any field. Once the searched-for parts are listed, select one or more parts, then click the “Insert Selected Items into Quote” button to insert them into the quote. Hold the Control or Shift keys to select more than one item at the same time.
- New! In conjunction with the new Price Book search dialog box, you can also search the Tigerpaw price book and bring those items into a SalesDoc Architect quote. In order to access this feature – available to all Pro Edition subscribers at no additional charge – Architect Managers will need to set up this integration.
- New! Sell price is now unprotected on the Write-In tab, and Architect Managers can optionally unprotect the sell price cell(s) on their other tabs if they unprotect them in the raw versions of those tabs. When updating tabs (via the Update tabs button), SDA will change the color of the cell to blue if there’s a value in the cell (rather than a formula). Also, if a user deletes/clears a sell price cell, SDA will add the default sell price formula back in when Update tabs is run.
ARCHITECT MANAGER CHANGES
- New! A new report – the “Part conflicts with vendor database” report – has been added to the Reports function within Architect Manager. This report flags conflicts with a selected “vendor content” database. When you run the report, it will ask you to browse for the vendor content MDB database to compare with your database.
VENDOR CONTENT CHANGES – MITEL
- The new product-specific software assurance parts have been added, along with the new AX controller.
- Item categories have been created for and associated with the Mitel 3000 and 5000 systems. This means that you can now detect which system has been configured, and automatically configure labor, peripheral parts, doc sections, etc., based on that information.
- Numerous 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 – TOSHIBA
- Over 30 new proposal document sections have been added for the Toshiba surveillance product line. Part#/doc associations have also been added for this product line, enabling proposal doc sections to be automatically inserted based on the surveillance products configured.
- Item categories have been created for and associated with each of the major Toshiba systems (CIX40, CIX100, etc.). This means that you can now detect which system has been configured, and automatically configure labor, peripheral parts, doc sections, etc., based on that information.
- A lease calculator and associated Word content have been incorporated for Toshiba Telecom Finance (powered by LEAF Commercial Capital). To finance a deal using Toshiba Telecom Finance, click the Get Tabs button and bring the “LEAF Financing.xls” tab into the quote file.
VENDOR CONTENT CHANGES – SHORETEL
- A proposal doc section has been added for Distributed Voice Services (DVS) and associated with the appropriate part number.
- The bill-of-materials for the Small Business Edition (SBE) parts has been removed from the proposal doc section (as it was accurate for only a subset of the SBE packages) and added to the part description for each SBE part.
- The new SBE package (part# 60131) with analog trunking has been added, along with the appropriate engineering information and part/doc associations.
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March, 2011 Updates
SalesDoc Architect Version: 7.061
SalesDoc Architect Release Date: March 28, 2011
ARCHITECT MANAGER CHANGES
- New! Architect Managers can now merge vendor content and create end-user update packages by simply opening SalesDoc Architect (end-user version), without having to open the Architect Manager application. In fact, the new approach is faster! Simply open SDA and the software will prompt you to merge the new vendor content updates, along with asking you if you want to create a new end-user update package.
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
- Architect Managers: SetDigital has been added as an Item Category and can be used to count digital sets for use in other calculations (training class size, labor hours, etc.).
- The MSRP for parts where Mitel’s default MSRP is set equal to or less than cost are now automatically reset to 1.65 times cost.
- The following proposal doc sections have been added and associated with the appropriate part numbers:
- 5000enhanced_UM
- 5000hotdesk
- 5000meetme_cnf
- 5000reports
VENDOR CONTENT CHANGES – AVAYA
- Parts, proposal document sections, part/doc associations and other information have been added for IP Office Release 7.
- 44 new proposal document sections were added. Some are associated with IP Office Release 7, and some are related to enterprise solutions and/or are re-branded Nortel products. To see the complete list, Architect Managers can run the Doc Sections report. End users can see the doc sections added by reviewing the Avaya proposal doc selector tab, which can be brought into a quote via the Get Tab button. The doc section add/update date can be found in column AC.
VENDOR CONTENT CHANGES – SHORETEL
- The 655 IP Phone and proposal doc section have been added.
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February, 2011 Updates
SalesDoc Architect Version: 7.059
SalesDoc Architect Release Date: February 23, 2011
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
- The following proposal doc sections have been added and associated with the appropriate part numbers:
- vMCD (virtual MCD)
- intertel300016set
- phonemanager_pro
- phonemanager_std
- phonemanager_team
- talkument
- TapitEX
- traceroaisys
- The Enterprise and Stand-Alone virtual MCD parts have been added, along the 133 other parts. Architect Managers: please run the Parts Master report and sort it by the “Added” and/or “Updated” columns to see what’s been recently added or updated.
VENDOR CONTENT CHANGES – AVAYA
- The follow proposal doc sections have been added:
- Overview of Communication Server 1000 with additional sections for the CS1000E and CS1000M
- Avaya Aura Session Manager and Avaya Aura Session Border Control
- Avaya Aura Contact Center
- Tracking information (i.e., part/item category associations) has been corrected for several IP Office parts that were showing analog ports as analog SETS.
VENDOR CONTENT CHANGES – TOSHIBA
- The follow proposal doc sections have been added:
- IP5522-SD
- IP5522-SD-LIC
- IP5622-SD
- IP5622-SD-LIC
- IP5631-SDL
- IP5631-SDL-LIC
VENDOR CONTENT CHANGES – SHORETEL
- The new 11.1 software part number has been added, along with the association of this part number with the ShoreWare Director proposal doc section.
- Replaced all references to “Call Manager” within proposal doc sections with “Communicator”.
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January, 2011 Updates
SalesDoc Architect Version: 7.058
SalesDoc Architect Release Date: January 18, 2011
ARCHITECT MANAGER CHANGES
- New! The vendor content merge process has been integrated into the end-user version of SalesDoc Architect. If you are an Architect Manager or an end-user directly receiving vendor content updates, when you open SalesDoc Architect it will detect if there are vendor content updates and prompt you to merge them into your company’s database.
- The setup and installation process has been streamlined. Please make sure to download the new setup files and delete the old versions.
SALESDOC ARCHITECT END-USER CHANGES
- New! As mentioned above, the vendor content merge process has been integrated into the end-user version of SalesDoc Architect. If you are an Architect Manager or an end-user directly receiving vendor content updates, when you open SalesDoc Architect it will detect if there are vendor content updates and prompt you to merge them into your company’s database.
VENDOR CONTENT CHANGES – MITEL/INTER-TEL
- A new “Mitel3000″ vendor discount category has been added. Make sure to open the Vendor Discount Categories table in Architect Manager to input your specific discount off of MLP. In general, that discount is the same as for the “Inter-Tel” category.
- Numerous parts were added and updated. Architect Managers: please run the Parts Master report and sort it by the “Added” and/or “Updated” columns to see what’s been recently added or updated.
VENDOR CONTENT CHANGES – AVAYA
- Tracking information (i.e., part/item category associations) have been corrected for several 1400-series phones so that these phones are tracked as digital phones rather than IP phones.
VENDOR CONTENT CHANGES – TOSHIBA
- A new proposal section for “Strata Meeting Conferencing with Web Collaboration” was added to the document library, along with doc/part associations that automate the inclusion of this proposal section when specific part numbers are configured.
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