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 […]

May 27, 2021 What’s New Bid Award Feature In this NEW feature, you can now record and track the award status of projects and value them on general or mechanical contractors. What’s Improved User Experience On Project Tracker, you can now see more files and attachments on a single page for increased efficiency when working […]

February 11, 2021 What’s New Customized Search Filters Users now have the ability to save customizable project searches to improve project tracking and managing for future reference and searches. Customer / Sales Rep Filters added to Dashboard Visualization Charts On your dashboard, we have added even more customization on the quote data you see. You […]

January 21st, 2021 What’s New At the beginning of every new year, it is important to stay focused and reporting is a great way to get there.  Your ATS Project Tracker dashboard now has charts to customize and visualize your quotation activity. Update your dashboard for different reporting purposes based on the quote counts, line […]

December 9th, 2020 What’s New Specification to Quote feature allows users to convert a specification to a quote Intermediate page between spec to quote allows users to search and link products Link products feature increases spec to quote efficiency Sort by manufacturer feature allows user to organize their quote sections What’s Improved File upload limit […]

November 26th, 2020 What’s New Default terms & conditions on the quotation module Users will be redirected to the login page when their login token is expired You are now able to customize the quote number of your project

November 5th, 2020 What’s New Specifications in projects created on ATS spec tool and white label spec tools are visible on project tracker for manufacturer, rep agency and wholesalers with permissions What’s Improved User is now able to update the quote status of a locked quote Hover effect on project tracker menu can allow user […]