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Version: 4.5      Build: 1      Implementation Date: 12/15/2009      Type: New     View All Features in Build
There is a new File Generation option for the creation of a "new linked file using template". On the Links tab of the Quote WorkBook, when choosing "New file link from template", this new file will be saved with a generated file name based on the macros you define. For example you can set this to "&DH_DocNo_%filebasename%&SYS_TodaysDate" and the file name will look like "AAAQ1001_Managed Services Implementation_Dec-11-2009.rtf"

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Version: 4.5      Build: 1      Implementation Date: 12/15/2009      Type: New     View All Features in Build
There is a new File Generation option for the Report Document Attachment file. When previewing a Management Report, you can save the Management Report preview as a file, or send it as an email. When you do, the file name generated will be based on the macros you define. For example you can set this to "&APP_ReportName &SYS_TodaysDate" and the file name will look like "Quarterly Sales Dec-11-2009.pdf"

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Version: 4.5      Build: 1      Implementation Date: 12/15/2009      Type: New     View All Features in Build
There is a new File Generation option for the PO Document Attachment file. When previewing the purchase order, you can save the purchase order preview as a file, or send it as an email. When you do, the file name generated will be based on the macros you define. For example you can set this to "PO_&DH_DocNo_&POVendorName" and the file name will look like "PO_AAAQ1001A_Tech Data.pdf"

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Version: 4.5      Build: 1      Implementation Date: 12/15/2009      Type: New     View All Features in Build
On the Misc tab of the Tools|Options menu, there are new File Generation options. Here you can control the names of files created during various operations. For example the Document Attachment file is the file that is created when you email a quote. This file may be saved in .pdf or .rtf format depending upon your settings. Before, this file name was simply the document number like AAAQ1001.pdf. Now you can completely control the name of the file to make it more meanful to you and your customer. You can do this using macros like "Document_&DH_DocNo_&DH_DocName" which would result in a file name like "Document_AAAQ1001ChicagoLocationManagedServices.pdf".

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Version: 4.5      Build: 1      Implementation Date: 12/15/2009      Type: New     View All Features in Build
Improved Proposal support. Using the "Create new linked file using template" feature on the Links tab, you can also create a proposal template and save it in an RTF format. You can design it to look like your proposals. You can create complete proposal type documents containing different font types, sizes, bold, underlining, colors, bulleted lists, tables, etc. These proposal documents are unique to each quote and have their own unique file name (as described in the "File Name Generation Options" feature). These documents can contain QuoteWerks macro fields so that data from the quote is merged into these proposals resulting in the combined output of your manual customization along with the automation of data merging from the quote. Before QuoteWerks version 4.5, there was no way to merge quote data into an RTF document specific to a particular quote.