In December, we added Structured Proposal Content (SPC) functionality, which incorporates a cloud-based content feed that accesses proposal content for millions of technology products (see the December 2018 update summary below for details). In this release, we provide users with the ability to edit the content downloaded from the cloud-based feed or to add your own content simply by going to Architect >> Add/edit (product) proposal content.
To look up an item in the SPC cloud-based proposal content feed, SDA requires both an item part number and an associated manufacturer name. You can identify and highlight items in a quote file that do not have a manufacturer associated with them by clicking Architect >> Setup >> Check for items with missing manufacturer. When generating an SPC output, users will be prompted (yes/no) to perform this check if any items lack an associated manufacturer.
Please note that added or modified SPC content will only be available on the individual user’s machine (stored in c:\CorsPro\User\ProposalContent.mdb, which can be moved to a new machine if desired; content downloaded from the cloud-based content feed is stored here as well).
For more information, please refer to the Structured Proposal Content help topic within SDA’s help files.
The line-item goal seek function has been updated so that users can apply line-item goal seek to a Pricing Category that has been selected on the Pricing tab. To select a Pricing Category, go to the Pricing tab and select its blue discount/markup cell.
Several other updates were made as well, including bug fixes such as a fix to the “freeze” that occurred for some users on Structured Proposal Content (SPC) outputs. Also, we’ve added cents to all dollar totals on the Pricing tab; quote files will be updated as new quote templates are generated, or if users click ‘Update all tabs’ within an existing quote file.
We’ve re-written Library Manager from the ground up. The application is faster, sleeker-looking, bug-free and contains additional functionality. Highlights include…
Please note that users can also edit and add their own Structured Proposal Content (SPC) via Architect >> Add/edit (product) proposal content. However, that content is only available on the individual user’s machine – stored in c:\CorsPro\User\ProposalContent.mdb (which can be moved to a new machine if desired) – in contrast to the SPC content that is added by an admin via Library Manager that is pushed out to all users.
For more information on the all-new Library Manager, click on “Getting Started” in the left-hand pane of Library Manager. You can also refer to the Library Manager help topics within SDA’s in-application help files, or to the Architect Manager PDF guide in c:\CorsPro\PQManager\Manuals.
You can now incorporate doc sections from the document library (in Library Manager) into Dynamic Content Creator (DCC) content “blocks” simply by typing the doc section’s name in the content column and “DocSection” in the Content Type column. For example, you might include customer references by industry that the user could select from.
Now you can push your own content to the emails generated by SDA’s approvals functionality. If you define EmailBody and/or EmailSubject single-cell named ranges within a quote file, SDA will use the content in EmailSubject as the email’s subject, and will insert the content in EmailBody in between the link to or mention of the quote file to be approved and the ApprovalReasons content.