Update for June 2015 – version 15.062

The following are included in this update:

  • The SalesDoc Architect application has been updated to version 15.062.
  • A blank workbook that says “For faster response, keep this workbook open to keep SDA running in the background” will be opened when SDA is opened in Excel 2013, making it easier for users to keep SDA open. This is opened because Excel 2013 no longer provides the “x” to close a file, but instead only provides an “x” to close Excel itself.
  • New! A maintenance contract for existing sites has been added to the outputs menu. Use “Get tabs” to bring in the Maintenance tab, select your entries, then click Outputs, Maintenance agreement.
  • The Deferred Payment TPP promo has been extended until 9/30/15.
  • Data switches have been added to and updated on the Network tab (use “Get tabs” to bring this tab into a quote file). Please use the Network tab for all data switch quoting.
  • New! Added New England to the list of available regional references that you can select at the top of the MiscProd tab.
  • Totals cells have been added to the change order form.
  • Vertical updates: parts and proposal docs have been added for the 9820, 9824, 9830 and 9840C phones.
  • Mitel updates: the MiContact Center Solutions doc section has been revised; added proposal doc section for MiCC Campaign Manager System Admin; revised 5320e, 5320, 5330e, 5340e and 5360 doc sections to differentiate between Mitel MiVoice Business and Mitel MiVoice Office features.

******************************************************************************

Update for April 2015 – version 15.036

The following are included in this update:

  • The SalesDoc Architect application has been updated to version 15.036.
  • Summit 2.0 and introductory promotion have been added to the Summit tab, which you can bring into a quote file via the “Get Tabs” button.
  • The 0% financing and deferred payment programs have been extended until 6/30/15 on an Investment tab.
  • Windows 7 has been removed and Windows Server 2012 added to the Platforms tab.
  • LG data switches have been added to the Network tab, and several switches deleted.
  • Updated the MiscProd tab as follows…
  • Removed the labor calculation for equipment-only deals.
  • Labor for NJPA quotes must be manually entered at the top of the MiscProd tab.
  • Updated the cash purchase agreement output as follows…
  • Removed name, title and date because the authorized signer for Vertical and/or the customer may vary and the date of the actual signing is unknown
  • Added "Taxes not included (to be billed on final invoice)" to hardware/software and services purchase agreement outputs
  • Output now comes out as a PDF
  • Added “Invoice for deposit (PDF)” under the Outputs, Generate Forms menu. Please note that an invoice number will only be generated if you use a Base Info tab with a version date of 4/20/15 or later, so you will need to replace an old Base Info tab via "Replace tab with new version using current user inputs" to generate an invoice.
  • The proposal has been updated to list the included Wave applications at the top of Schedule 1 (it's a repeat of what's listed at the beginning of "Proposed Solutions").

******************************************************************************

Update for March 2015 – version 15.022

For SalesDoc Architect support, please seek help resources in the following PRIORITY ORDER...

  1. Go to our online help resources at (requires a one-time site registration).
  2. Send an email to the new sales engineer support group . You can also send suggested tool additions and improvements to this group.
  3. Send an email to CorsPro at .

The following are included in this update:

  • The SalesDoc Architect application has been updated to version 15.022.
  • The Investment tab has been updated to automatically set down payments to zero if the 0% financing promotion is configured.
  • The Support Services section of the Purchase Agreement Terms and Conditions has been updated with the details of the maintenance support services offered.
  • "Commencement of installation" has been deleted from the Hardware/Software Purchase Agreement milestone table.
  • “DO NOT DROP SHIP HARDWARE UNTIL INSTRUCTED BY OPERATIONS” has been added to the bottom of the checklist in the Sales (Job) package output.

******************************************************************************

Interim update March 2015 – version 15.021

We have exciting news! Please download an interim update to SalesDoc Architect that includes the following changes…

· “Premium application fees” will no longer be calculated for applications that are added to quotes with 100 or less endpoints.

· A new 0% financing option has been added for a 60 month TPP. To take advantage of this program, you’ll need to turn OFF the deferred payment TPP promo and select a 60 month TPP option from one of the three financing option rows.

******************************************************************************

Update for February 2015 – version 15.020

A new SalesDoc Architect update is available and should be downloaded and installed ASAP. Please follow the update/installation instructions listed at the bottom of this email, depending on whether or not you have already installed SDA.

With this release, we are introducing a new support approach for SalesDoc Architect. When you require support, please seek help resources in the following PRIORITY ORDER...

  1. Go to our online help resources at a one-time site registration).
  2. Send an email to the new sales engineer support group at .
  3. Send an email to CorsPro at .

There are MAJOR updates in this release. In order to take advantage of all of the new features, for old/existing quotes you will need to either…

  • Re-create your current quotesby clicking Architect, "New quote based on current" to push the Base Info data to a new quote file, then re-import your Mitel or Vertical config and make changes to the Investment and MiscProd tabs as required.
  • Replace ALL out-of-date tabs, making SURE that you review that all user inputs are correct, as there are some new ones.

The following are included in this update:

  • The SalesDoc Architect application has been updated to version 15.020. We've added a "Show MSRP in Subtotals" option to the pricing schedule dialog that allows you to also show MSRP with the subtotals by equipment/services and/or by product category. Please go to the "END-USER APPLICATION CHANGES" section of for details on all SDA application changes for this month.
  • The Investment tabhas been updated as follows…
  • Added "Primary Investment Option" that must be selected before ANY output can be generated.
  • Added ability to break out equipment options (using SDA's optioning feature) for the primary investment option.
  • Added 0% financing promotion and Vertical legacy base upgrade promo (allows up to a 20% discount before approval is required).
  • User selections have been grouped and highlighted to enhance ease of use and understanding.
  • "List payment milestones" now defaults to "No", as the purchase agreement shows the payment milestones.
  • If the user chooses TPP, SDA auto-changes the Purchase Option to TPP.
  • Users can now show investment options with maintenance terms that are equal to OR LESS THAN the length of SWA or software subscription.
  • Modified maintenance description to say that it's 24x7 coverage for major equip failure only and 8x5 M-F coverage for all else.
  • Approval by GM or sales manager is now required when rate factors are overwritten.
  • The sell price > $100k approval requirement has been REMOVED.
  • The MiscProd tabhas been updated as follows…
  • Added input cells so that users can type in subcontractor name and indicate if the subcontractor is a minority company.
  • Added Overtime input cell where you can select None, Partial or Full.
  • Added additional discount input rows for Mitel and Vertical, with ability to type in the dollar amount of the additional discount.
  • Added table showing exactly what approvals are required.
  • The purchase agreement output has been updated as follows…
  • The cash purchase agreement will not be generated if a lease or TPP are selected as the primary investment option; instead, the user will receive a message saying that a GreatAmerica credit app should be generated instead.
  • Changed address to Roswell, GA address.
  • The credit apphas been updated so that all details of the lease or TPP are pushed to it. Also, a parts list is appended to the credit app as a second tab. Please forward the credit app output to GreatAmerica (the complete quote file no longer needs to be submitted to GreatAmerica).
  • NEW! A sales (Job) package cover page output has been added.
  • Doc output changes:
  • Removed Vertical logo from partners page
  • Added widow/orphan to signature block to ensure that entire block is on one page.
  • Removed Non-Performance Guarantee.
  • Replaced all "Scope of Work" references with "Statement of Work".
  • Other changes:
  • New Mitel discount structure Incorporated into SDA.

******************************************************************************