Highlights
monday.com integration
monday.com joins the supported CRMs. Link an opportunity to a monday.com deal and Arterio fills in the opportunity from the deal’s data.
Rolled-up quote sections and price rounding
Each quote section can be shown Detailed or Rolled-up. Rolled-up sections show a section subtotal, and a new role permission controls who can change the setting.
- A regional setting can hide unit, reference and extended prices in rolled-up sections. Item names, quantities and section subtotals stay visible.
- Currency settings offer four rounding modes for automatically converted sales prices: None, Up, Nearest and Down. Quote settings offer the same modes for unit prices that result from percentage discounts.
- Select several line items and remove them in one action.
- Change the order of the Product, SKU and Quantity columns in regional quote settings.
- Custom quote items have an optional Code / SKU field, which is included in quote exports.
- The quote editor shows the discount per unit instead of the total discount.
Japanese, Korean and Simplified Chinese
Arterio is now available in Japanese, Korean and Simplified Chinese, including PDFs, title blocks and generated drawings. Each user can choose their preferred language in account settings, and the app uses it after sign-in.
More improvements
- Target size options. Choose how closely solutions should match your target size: All Products, Exact Fit, Close Fit or Custom Fit. Custom Fit lets you set lower and upper percentage limits, and the solution browser shows the resulting size range.
- Configurator form scopes. Forms can run as General, Display or Rental forms. General forms can run before or after solution selection, so early answers can influence which displays and rental options are offered. The form editor groups settings into Details, Behavior and Content.
- Vogel’s floor-to-ceiling and floor-to-wall mounts. Vogel’s Floor-to-Ceiling and Floor-to-Wall substructure mounts are available, and Vogel’s mounts support mixed cabinet sizes: interlock rails and pins stay in use when a half-width column is added.
- Cabinet series limits. Cabinet series can set a Maximum Display Height for new arrangements, and cabinet layouts support up to 20 grid subdivisions.
- Power settings. Power settings separate the supply circuit rating, the product input-current limit and the calculated cabinets per run. Previews, PDFs and electrical notes show the limits that apply.
- Drawings. DWG and DXF downloads include front and rear data-wiring and power-wiring drawings. Administrators can set a regional watermark for drawings from internal opportunities.
- Role permissions. Changing the installation type, overriding installation clearance and changing custom installation mounts or trim are separate permissions, and existing roles keep access. The member-management permission covers members in a user’s assigned regions without broader regional settings access.
- Opportunity list. Copy an opportunity’s URL, reference or title from the card menu, open it in a new tab with Command-click or Control-click, and see the total count next to the pagination.
- Salesforce opportunity picker. The picker is larger, opens with recently modified opportunities, and searches by URL, ID, name, owner or account.