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Introducing cloud collaboration on ISEO Sales Apps for Luckey

We are happy to introduce the new version of ISEO Sales Apps for Luckey, packed with new features: projects that are always saved, teamwork on the same quotation, instant help from the ISEO team, new design tools and much more.

Here is what’s new.

1. From today, your projects are always saved

From today, every quotation is a project saved online, which you can reach from any computer.

When you open a tool, you choose where to start: one of your projects, a new project, or an old .json file to import.

  • Autosave. Your changes are saved a few seconds after you stop typing. An indicator in the top bar always tells you whether everything is saved.
  • Version history. Every save creates a version you can reopen at any time.
  • Search and filters. Find a project by name, opportunity ID, end user or owner, and filter by Active, Mine, Shared and Archived.
  • Your VAR company name is already filled in. The VAR field of every project is filled in with your company and cannot be changed by mistake.

2. Where each quotation stands

Every project shows its stage: 🛠 Work in progress, 👀 Under review, ✅ Reviewed, 📤 Sent to customer. You change it in one click, and everybody working on the project sees it.

3. Working together on the same quotation

A project no longer stays locked on your computer.

  • Share the project with a colleague or your ISEO contact by entering their e-mail address, as an editor(can make changes) or a viewer (can only look). The person you invite is notified by e-mail.
  • See who’s there. The initials of the people who have the project open right now appear in the tool’s toolbar.
  • No overlapping edits. One person edits the project at a time. Everybody else sees it read-only, with the figures updating live. When your colleague is done, you can take over editing.
  • Comments. Every project has its own 💬 Comments panel next to the tool. Questions and answers stay attached to the numbers they are about, instead of getting lost in e-mails.

All of this works in the HW Quotation Tool, SaaS Quotation Tool, Luckey Configurator and Proposal Creator.

4. 🆘 “Help me now!”: ISEO’s help on that quotation

Stuck on a configuration? Press 🆘 Help me now! and type your question. Your ISEO Key Account Manager is added to the project, gets your message by e-mail and answers you in Comments, with the quotation right in front of them. No more describing numbers over the phone to someone who can’t see them.

5. Design the whole system, not just the doors

In Quotation + Technical Design mode, the HW Quotation Tool helps you design the complete installation and works out the components you need on its own.

  • Elevators. Set who can call the lift on each floor and which floors can be reached from the cabin. The tool derives and prices the readers, actuators and control units.
  • Turnstiles and speed gates. Each gate has its own row: its components are worked out automatically, appear in the installation schematics, and their power draw counts towards the power budget.
  • Energy Management. For each group, set up the Power Control Unit with its own HyperGate and choose whether to add a HyperRadar, a HyperTag and HyperSensor DS contacts. The tool checks radar coverage and tells you which SaaS edition the design needs (SMART or ULTRA), which carries over to the SaaS Quotation Tool and the Proposal Creator.
  • Power budget. It adds up the watts drawn by electrified doors, gateways and gates and compares them with what the power supplies in the quotation deliver. You see the headroom straight away, and the power supply is never under-sized.

6. The Launchpad tells you what changed

On the home page, a badge on the user icon counts the projects someone has just shared with you and the comments you haven’t read yet. In the project list, new items are marked ★ new for you, and 💬 with the number of unread comments.

At a glance

BeforeNow
The quotation stayed on your computerEvery quotation is a project saved online, reachable anywhere
Saving meant exporting a fileAutosave and version history
Sharing meant e-mailing a fileShare with editors and viewers, and see who is in the project
Questions and answers in e-mailsComments attached to the project, with notifications
Asking for help meant a phone call🆘 Help me now! brings your KAM into the quotation

Still have quotations saved as .json files? Open the tool, choose Import a .json file, and from then on they are online projects too.

Visit https://vasho.sofialocks.cloud/iseoSalesApps and access the new Sales Apps now.