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Features for Sales Agents»Submittals
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Last modified on 10/26/2012 1:22 PM by User.

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Submittals

 

Store PDF files as cut sheets in OASIS. These cut sheets can be linked to specific catalog number combinations and "learned" by OASIS. These learned images - including any highlights or other annotations on the pages - will automatically pull into a new submittal, allowing you to create a professional looking submittal package in a fraction of the time!

  • Catalog quality submittal sets
  • User friendly interface
  • Create a submittal off of a project or an order
  • Store blank PDFS in catalogs for use in any submittal companywide. Linkage to URLs representing cut sheets on the web (with the ability to update directly from the factory website)
  • Create sections in the catalog to mirror manufacturers website making blank sheets easy to find. 
  • Use up to 15 pages for a single part
  • Add accessory, blank or part cover pages easily
  • Markup the cutsheets to identify the part being specified
  • Color coded entries allow user to see what submittal sheets have been viewed/changed.
  • Add text to or opaque parts of a cutsheet.
  • Polished submittal sets include your choice of title page, transmittal, submittal letter and cutsheet pages.  
  • Show quantities, parts, and descriptions on transmittal or submittal letter
  • Each cutsheet page contains important information in a title header including: company logo, job name, architect, engineer, part number, notes, and fixture type 
  • Search facility to find cut sheets already in OASIS
  • Updated to take advantage of more Adobe® updates to the PDF specification.
  • When producing a final submittal, the output PDF file can be limited to a given file size.  If the total submittal package will be larger than the given limit, OASIS will split the final PDF print into as many parts as it needs to fulfill that limit. The same may be done when sending using the OASIS send message feature, allowing all email files to be limited to a given size.
  • Use tool to update images stored in your catalogs to the latest available (must have URL of the cutsheet)
  •  Archive old images.
  •  See an individual submittal page in the home screen or inside of a quote for quick reference when quoting a part.
  • The “Learn” feature matches a part with a specifically highlighted cutsheet, pulling that cutsheet the next time it is needed for a submittal set.
  • Supports full color images
  • Print front and back 
  • Save as an attachment in OASIS
  • Show lead times to customer
  • Track who was quoted and on what day inside of the project
  • Provide personalized copies to as many contacts as desired. 
  • Choose to "Roll up" quoted Kits, lamps, and accessories automatically.  OASIS will show all of the component items on a single line inside of the submittal