What’s New in QuoteCQ?
Streamlined Supplier Emails
Bids with multiple supplier contacts now generate a single email per supplier, with the correct “To” and “CC” recipients.
Why do I care?
📩 Fewer emails, less clutter, and clear communication with your suppliers.
Key Details: coming soon!
Enhanced Custom Column Control
Managing custom columns just got a whole lot easier! From filtering and editing to configuring visibility and exporting data, these upgrades give you more control over how custom column data is handled across BOM, Material Costing, BidCQ, and Report Builder.
Why do I care?
🛠️ Streamline your workflow with features that let you customize reports, edit columns directly, and filter the data you need—all while keeping everything organized and easy to use.
Key Highlights:
- BOM & Material Costing: Filter, edit, and toggle custom columns on/off directly in the BOM grid and Material Costing views.
- BidCQ: Select which custom columns are visible and ensure only those are exported in bid reports.
- Report Builder: Include custom BOM and pricing columns with improved grid functionality and clear labeling (e.g., B for BOM, P for Pricing).
- Custom Column Details: Upgrade to a searchable grid interface for easier editing and navigation.
Article Link: coming soon!
Expanded RFQ ID Field
You can now use longer RFQ IDs in your projects! We’ve increased the character limit for the DisplayRFQId field from 25 to 100 characters, ensuring your project names can fit seamlessly across the UI, reports, and OpenAPIs.
Why do I care?
📋 Manage projects with longer, more descriptive names without worrying about truncation. This update supports better clarity and alignment with your internal naming conventions.
Export Report Builder to Excel!!!
Report Builder now includes a seamless Excel export option! With just a click, you can export your data directly from the Grid Menu in Excel format, making it easier than ever to analyze and share your reports.
Why do I care?
📊 Say goodbye to converting documents! This update lets you quickly generate Excel files for streamlined reporting and effortless collaboration.
What’s New in ShopCQ?
Streamlined Digital Onboarding
Say goodbye to manual onboarding! We’re replacing the outdated Word document method with a digital customer onboarding form. This new form captures required customer information in a structured, user-friendly format and integrates seamlessly with internal systems, automating data transfer and processing in CalcuQuote.
Why do I care?
🖥️ The manual onboarding process was slow and error-prone, but this update changes that. With a faster, automated solution, you can start using ShopCQ with minimal delays, enjoy accurate and reliable records, and experience a seamless, hassle-free onboarding process.
Visual Cost Difference Indicators
We’re making it easier for buyers to understand cost differences in their demand lines at a glance. Cost differences will now be color-coded: red for exceeding your original target price and green for saving money. Plus, helpful tooltips will explain what each color means when you hover over the text.
Why do I care?
🎯 Instantly see whether you’re saving or exceeding costs with simple, color-coded indicators. Hover over the text for clear explanations, ensuring no confusion. This update saves you time, improves accuracy, and helps you make informed decisions quickly and confidently.
What’s New in BidCQ?
Enhanced Email Notifications and Bid Updates
We’ve revamped bid update emails to make them clearer, more actionable, and easier to manage. Emails now summarize key changes, include the CalcuQuote ID for quick identification, and highlight updated fields for better clarity.
Why do I care?
📩 Stay Organized: Quickly understand changes with concise summaries.
🆔 Identify Quotes Easily: The CalcuQuote ID helps you pinpoint quotes, even with multiple updates.
🎯 Reduce Inbox Overload: Consolidated emails and clear messaging keep communication streamlined.
🖍️ Spot Changes Quickly: Highlighted updates in attached files save you time and effort.
Simplified “No Bid” on Bidsheet Import
We’ve introduced a streamlined way to manage “No Bid” lines in your quotes. Now, you can mark lines as “No Bid” directly in the Part Status column, add notes for context, and track these statuses for better reporting. No more fake data entries or manual workarounds—just a clear, efficient process.
Why do I care?
🖊️ Easier Management: Marking “No Bid” lines is simple and straightforward, saving you time and reducing errors.
📋 Better Context: Add notes and reasons (e.g., obsolete, not franchised) to clarify why a line is marked as “No Bid.”
📊 Enhanced Reporting: “No Bid” data is tracked for analysis, giving you better visibility into quoting trends.
🔄 Flexible Changes: If circumstances change, you can easily revert a “No Bid” line back to active status.
Improved Collaboration on Shared Quotes
We’ve enhanced how teams can collaborate on shared quotes. Users with view-only access can now request editing rights directly within the app. If the current editor doesn’t respond within 60 seconds, access will automatically transfer to the requester—keeping your workflows moving smoothly.
Why do I care?
🤝 Better Team Collaboration: Multiple team members can now work on separate quotes simultaneously without interruptions.
🔄 Seamless Access Control: Request editing rights easily, with a quick transfer if the current user is inactive.
⚡ No Delays: Prevent bottlenecks by ensuring team members can take over editing when needed.
🌐 Improved Browser Support: Enhanced functionality ensures smoother transitions, even in legacy systems like Microsoft Internet Explorer.
Email Delivery Status for Supplier Communication
We’re adding a way for buyers to confirm if supplier emails, such as Purchase Orders, were delivered successfully. If an email fails (e.g., due to a blacklist or a full inbox), the buyer will be notified with the reason, allowing them to follow up with the supplier directly.
Why do I care?
📬 Clear Confirmation: Know immediately if your email was delivered or if there was an issue.
🔍 Transparency: View delivery status directly in the PO History for better tracking and accountability.
⚡ Proactive Communication: Address email issues quickly to ensure suppliers receive critical information without delays.