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Resources

Check out what our clients are doing with SalesDoc Architect

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What's New

  • What’s New in SalesDoc Architect Version 8?
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  • High-level (1:24) video overview of SalesDoc Architect
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  • Weekly Interactive Demo Webinar for Prospective Clients
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  • Weekly Training Webinar for Clients: Get the Most out of SalesDoc Architect
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  • Top Benefits of Integrating Tigerpaw CRM with SalesDoc Architect
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  • Dynamic Bulleted Lists Added to SalesDoc Architect
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Support FAQs

Support Frequently Asked Questions (FAQs)

Problem: When I install a new user, I get a “license expired” or “license update” error.

Solution: SalesDoc Architect has most likely not been fully installed, or there may be an issue with the security permissions on the user’s machine.  Assuming that your company has implemented SalesDoc Architect with the data/application update files located on a central shared file location, try the following steps:

  • When installing SalesDoc Architect, make sure to do it in the following order…
    • First, set up a lettered drive mapping to the location of the data/application update files.
    • Second, install the setup file (Setup_SDA_End_User.exe).
    • Third, link to the “data/application” update files on your shared file drive by clicking the Architect button, then Setup, then Network Setup and choosing the second option (“Occasional connection to a  server for updates”).
    • Finally, apply the data/application updates by clicking the Architect button, then Setup, then “Install SalesDoc Architect updates.”
  • If you installed SalesDoc Architect on a Vista or Windows 7 machine in the Program Files folder or in the root (c:\) folder, you will need to uninstall SalesDoc Architect and re-install it to another folder (we recommend c:\CorsPro) because of security permission issues.
  • Assuming that you’ve installed the application correctly, perhaps your firewall is blocking the application (PQCheck.exe) that checks in with our licensing server.  First, try to access the licensing server without adjusting your firewall by clicking the Architect button, then Setup, then “Update license via web.”  If you get an error message, turn off your firewall temporarily and “Update license via web” again.  If that works, then you’ll need to set up an exception within your firewall that allows PQCheck.exe to access the internet (you may need help from your IT staff to do that).
  • If all of the above does not work, then it’s probably an issue with the security permissions that have been granted to you in SalesDoc Architect’s installation folder.  For this issue, you will need to work with your IT staff to set up the proper permissions.  Your IT staff should grant you full admin rights to the SalesDoc Architect installation folder and sub-folders, as well as full admin rights to HKEY_CURRENT_USER\Software\VB and VBA Program Settings\CorsPro in the Windows Registry.

Problem: SalesDoc Architect (SDA) opens very slowly in Excel 2007, and in fact all 2003 (XLS) files open slowly.

Solution: Enable Excel’s Lookup Wizard add-in.  We don’t know why this works, but this usually solves the problem.  To install it, click the Office Button, Excel Options, Add-Ins, and then click Manage Excel Add-ins.  Go to the bottom of the window, select the Lookup Wizard, then click OK.  If that doesn’t work, there are other suggestions here, after which you can try to remove add-ins (one at a time) to see if they conflict with SalesDoc Architect.

Problem: When I try to open SalesDoc Architect, I get a run-time error 1004 that says “Cannot run the macro ‘PQFunct.XLA!Auto_Open’”.  I use ESET NOD32 as my anti-virus program.

Solution: NOD32 interferes with the operation of one of SalesDoc Architect’s main application files.  To resolve this issue, you will need to modify NOD32’s setup to exclude XLA files from real-time scanning.  To do so:

  • Open up NOD32’s Setup function.
  • Click “Real-time file system protection” under “Antivirus and antispyware”.
  • Next to “ThreatSense engine parameter setup”, click the Setup button.
  • Enter “XLA” into the Extension box, then click the Add button, then OK.
  • After modifying NOD32’s setup, you will need to re-apply SalesDoc Architect’s data/application updates.

Problem: SalesDoc Architect (SDA) no longer automatically opens when I open an SDA file (and SDA is not already open).

Solution: SDA’s utility that monitors for SDA quote files has been disabled at some point in time and needs to be re-enabled as follows:

  • In Office 2007, click the Office button in the upper left-hand corner.
  • At the bottom, click Excel Options.
  • On the left-hand side, click Add-Ins.
  • At the bottom, click the drop-down next to Manage and click “Disabled Items”, then click Go.
  • Click PQMon.xla, then click Enable.

Have a question that’s not answered here?  Email or call us and we’ll get back to you.

•    If you just installed PriceQuote on a Vista machine to the Program Files folder, you will need to uninstall PriceQuote and re-install it to another folder (we recommend c:\CorsPro).
•    If you just installed PriceQuote (on any type of machine, XP or Vista), make sure that you first install the Setup file (Setup_PriceQuote_end_user.exe), THEN apply the “data” updates for your setup.  In your case, you need to connect to the shared drive location by clicking the PriceQuote button, then Setup, then Network Setup and choosing the second option (“occasional connection to a PriceQuote server”).  Once you’ve browsed for the location where your PriceQuote updates are located, click the PriceQuote button, then Setup, then “Install PriceQuote updates.”
•    Assuming that you are installed correctly, perhaps your firewall is blocking the application (PQCheck.exe) that checks in with our licensing server.  First, try to access the licensing server without adjusting your firewall by clicking the PriceQuote button, then Setup, then “Update license via web.”  If you get an error message, turn off your firewall temporarily and “Update license via web” again.  If that works, then you’ll need to set up an exception within your firewall that allows PQCheck.exe to access the internet (you may need help from your IT staff to do that).
•    If all of the above does not work, then it’s probably an issue with the security permissions that have been granted to you in PriceQuote’s installation folder.  For this issue, you will need to work with your IT staff to set up the proper permissions.  Your IT staff should grant you full admin rights to the PriceQuote installation folder, as well as full admin rights to HKEY_CURRENT_USER\Software\VB and VBA Program Settings\CorsPro in the Windows Registry.