August 18, 2022 What’s New Introducing ATS AutoQuote We have expanded the search keywords to look for a product by model number or description from your You may have noticed when you logged into Project Tracker this morning that the page looked a bit different since you last saw it. Not to worry as the […]

June 10, 2022 What’s New Search Function Improvement We have expanded the search keywords to look for a product by model number or description from your Product library. Finding your products has become easier if you don’t remember the exact model number. We’ve also expanded the search to return results for non-exact matches. Searching for […]

April 26, 2022 What’s New See Your Most Important Information First Quote titles are now shown on the Project Details Page by hovering your mouse cursor over the quote number. Quote status is displayed and can be updated from the Project Detail page. Tasks, Notes and Attachments have been moved closer to the top of […]

March 21, 2022 What’s New Quote Your Projects 10x Faster With the major performance improvement you will see project tracker run up to 10X  faster on larger quotes consisting of over 200 products. Sections of quotes are loaded in batches to allow users to load and edit quotes more efficiently Rearrange Quotes With Ease Click […]

November 1, 2021 What’s New Downloading Quote Reports On Project Tracker’s new report feature, you can now generate reports on demand for all the quotes your company has created. The quote reports highlight information such as quote name, bid name, reps, and location. The report downloads as an excel file. What’s Improved Creating products and […]

October 6, 2021 What’s Fixed Quote Section Notes Previously in creating quotes on Project Tracker, you were not able to edit the section notes with the click of a mouse. Now, we have resolved the issue where you can click anywhere  to make the edits you require. Specification Filter on Project List  On the Project […]

August 31, 2021 What’s New Have ATS import and assign you leads On Project Tracker, work with your Account Manager to identify what is a good “In design” or “In bidding” lead and then have the ATS Team auto assign the appropriate salesperson. Your sales team can then see their leads in their dashboard and […]

July 7, 2021 What’s New Build and Report your Sales Pipeline ATS Project Tracker now gives you the flexibility to set up and track your sales pipeline based on the types of products or brands you quoted. Any project you quote can be automatically added to your pipeline. Set Up Your Pipeline Save time managing […]

June 9, 2021 What’s New Maintain your quote export versatility with ATS Project Tracker On Project Tracker, you can now download your project quotes as PDF or Excel file, allowing you to have more options and versatility. All the quotation information will be maintained in either file type that is selected. What’s Improved Updated quote […]

April 6, 2021 What’s New Product Configurator With the Product Configurator, users now have increased customization in a variety of ways. You can save time in using your existing templates to create your own preferred product configurators, rather than creating a new one from scratch.. Progress Tracking If you are working and juggling on multiple […]