2011 - April 14
FormFactory Quote Configurator Tool Added
ow Salesforce Administrators can easily create sophisticated product bundles and configuration rules when generating quotes natively inside of SalesForce.com. The new feature also includes enhancements to FormFactory’s graphical layout editor enabling sales reps to edit by line item (quantity, price, discounts) and automatically update the opportunity live in Salesforce.
This webinar will show how to:
- Create product bundles on-demand using line items in your Salesforce price book.
- Create rules for quote generation including line item contingencies, recommended products, invalid combinations, and SKU options.
- Perform line item editing live in the layout editor
- Create PDF of the final quote
2009 - September 14
FormFactory Users now have the ability to add an Email Button to thier form so they can email the PDF document.
FormFactory Users now have the ability to add an Email Button to thier form so they can email the PDF document. This component is accessible on the Professional or Enterprise versions of FormFactory only.
Enterprise Version
You can access this component in the Enterprise version in the Advanced section. Simply click on the Advanced section and drag the Email Button component on to your form. Once you have added the component to your form, right click and select the Component Properties to completed the requried fields.
Professional Version
To access the Email Button component in the Professional Version, simply click on Customize and select the Email Button componenet from teh list of components on the left hand side.
2009 - June 30
Short Cut added to LiveLink making it easier to Preview, Copy to Clipboard and Delete Active Links
Users now have the ability to preview, copy to clipboard and delete active links by right cliking on the link. A small menu will appear where the user can make their selection.
2009 - June 26
FormFactory now allows users to display an alternate Currencies to be displayed in Quote.
2009 - May 20
Ability to have multiple instances of FormFactory open at the same time
