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Display size matching, display cards and quote disclaimers

The configurator can match products to a target display size. Display cards appear on overviews and, optionally, in quote PDFs, and quotes can include a disclaimer and a signature.

Highlights

Match products to a target display size

When you enter a target display size, you choose how products should match it: no matching, Do not exceed, or Close to within a range. Product lists and counts follow the selected rule. Display sizes are edited the same way in setup, quick setup, the lead portal and the solution browser.

Display cards on overviews and quotes

Display cards are configurable and appear in the configurator, on the opportunity overview and, optionally, in quote PDFs. A quote can override which display card it uses.

More improvements

  • Quotes. Quotes can include a disclaimer listing what the total excludes, and a company signature. Edited quote rows show the products behind them.
  • Colorlight U3 MAX. The Colorlight U3 MAX is now available.
  • Data transfer options only list the modes that work with the selected processing hardware.
  • Drawings. More unit combinations, configurable wiring colors and your organization’s fonts.
  • Price books. Each price book has an audit log tab, including deleted entries. Display, shared processing and rental line items have their own price book selector.
  • Bundles. Create a bundle from selected products, and see bundle names in product tables.
  • Product database. Product searches are remembered, products can be filtered by region, and users who only work with products land on the product database.
  • Permissions. Product access can be set to View, Update, Update + Create or Manage. Members can be managed within a user’s regions, and only owners can assign or remove the owner role.