The ability to convert the configurations to quotes in a timely manner.
Customer contact information is stored throughout the system.
Ability to see customer locations on the map.
Tracking of total quoting value throughout the entirety of the quotes.
The limitations and number of pages required to make changes for the final quotation.
Red banner with a shield & exclamation point for errors without describing what the error is and how to resolve the issue.
Cannot see other colleagues quotation on the Quote list.
Inability to DELETE quotes that have expired.
Incorrect quantities provided in quote.
Editing the quote layout - Changes do not transfer to the "Customer Facing Quote" page, causing confusion and lack of confidence in the program.
Product costing should be shown in a hidden page to allow verification of cost prior to quoting and margin changes.
There is no exchange rate provided for Canadian companies.
Drawings do now always show up on the quote.
Standard equipment from the Configurator are not quotable.
Pricing changes on standard equipment but no changes to the actual equipment in the quotation.
Ensure all the items that your company requires such as exchange rates, standard and non-standard equipment can be quoted, full product listings provided within the selection prior to committing.
We are working on adding additional products as well as exchange rates for our Canada based company. It has been difficult to see any results.
Time frame for changes is extensively long.
Response times of Atlatl is very slow.