Highlights
A new bundle editor
The bundle editor has a new product picker. Filter by category and manufacturer, select several products at once, and preview the quote sections they go into. The picker also works on phone screens.
- Combine bundle components into groups, then rename, merge or remove them. Optional items stay separate from included items, and component quantities, prices and taxes remain visible.
- Give a group a description.
{{summary}}inserts the current component quantities and names. - Reuse shared variables across bundles, set formula defaults and find variables in alphabetical order.
- Import groups through Excel or update them through the API.
More flexible displays
- Resize an existing display. Changing the target width or height in Setup or Product resizes a single-section display and keeps its other settings.
- Rotated cabinets. Mixed cabinet layouts can use rotated cabinets. Display summaries and PDFs show reference units for mixed layouts.
- Rounded corners. Displays can have rounded corners.
TAA compliance
Choose which product property marks a product as TAA compliant. Whether a project requires TAA compliance is available in formulas as taa_compliance_required.
More improvements
- Quote selection. Select All and Deselect All work in display, shared processing and rental sections. Bulk discounts apply only to items you’re allowed to discount and stay within their limits.
- Subtotals without tax. Display, rental, shared processing and quote editor subtotals exclude tax. The quote summary shows tax separately and keeps the final total including tax.
- Defaults per region and series. Set general data and power wiring defaults, with overrides for each product series. Regions have separate indoor and outdoor voltage defaults.
- Drawings. Dimensions, fonts and colors are more consistent across drawings, which add floor and ceiling hatching, level markers and printed drawing scales. DXF files keep line widths and dash patterns.
- Product availability diagnostics. Product series diagnostics show missing prices, missing region assignments and hidden products, so you can see why a product doesn’t appear in the configurator.
- Database and pricing. Excel product imports keep text values and selected columns and show which columns changed. Derived price book formulas are checked before saving, and a product is left out when its formula fails instead of falling back to the base price.
- Lead portal content slicing. Visitors can turn on Content slicing in the processing section, below Scaling.
- Permissions. Sales and administration permissions, region access and regional sales roles are set separately. When you remove a member’s last region, you choose whether they keep access to the organization.