Q4 2017

Designate Content For Proposal and/or Contract

You'll notice new links at the bottom of the Proposal Table of Contents that allow you to download the "Proposal" or "Contract" content into a Word document. Before this update, there was a single download link that dumped ALL your proposal content into a Word document. Now, you can designate certain content to be included/excluded from the Proposal and included/excluded from the Contract.

In addition to the new links on the Proposal Table of Contents, you'll notice two new "buttons" on Content Block handles that allow you to toggle each Content Block to be included/excluded from the Proposal and included/excluded from the Contract. By default, all content is included in the Proposal, so you can now hide content blocks from the Client proposal (Client Site and Word download) by "excluding" them from the proposal. By default, all content is excluded from the Contract, so you can now mark specific content to be "included" in the Contract (Word download and generated Contracts).

Proposal Builder Improvements

A few incremental improvements should make proposal building even easier and faster than before. For instance, the page no longer has to refresh every time you delete a Content Block or section. This allows you to delete Proposal content and keep working in the same area without having to wait for the page to reload.

We also added some view options to make lengthy proposal content easier to manage. The new view options include the ability to "collapse" proposal content (to make it easier to move the order of your content up and down) and the ability to show All Content, Proposal Content Only, or Contract Content only.

New Client View Options for Line Item Packages

When a package is in Line Item View, you can set pricing for each line item in the package (unlike a Bundled Package where you set a single profit percent or fixed price for all line items in the package).

 

 

New client view options for Line Item Packages allow you to control how the package displays to the client. You can now price out a package in Line Item View but present it to the client like it’s in Bundled View. The following view options are now available for Line Item Packages.

• Product Line Items Only (default): Show Client the pricing for all line items in package.
• Package Main Line Item Only: Show Client the pricing for package main line item only. This looks like a Bundled Package to the Client.
• Product and Package Line Items: Show Client the pricing for all line items in the package. This allows them to see pricing for each line item and overall cost for the entire package.

Has Internal Notes Indicator

For Costing Line Items that have Internal Notes, an orange indicator will now appear under the Line Item Options button.  If there is no orange indicator under the Options button, it means the Line Item has no Internal Notes entered. 

 

Product / Package Details Popup

For any given package or product in the Costing, you can view more details about the line item by selecting Product Details or Package Details from the Line Item Menu. The popup will show you the name of the original package or product (with link to original in Content Library) and indicate if the line item has a linked article in proposal (with link to article). For product line items, you can also edit details about the product, like Capacity and Unit Step.

 

Costing Download

The Costing Download now includes program and client information in the header. Additionally, the title in the Costing Download header now uses the word(s) configured for “Costing” in the Admin Site under Settings > Words. Formulas have also been updated to correct some rounding issues that may have caused the Costing Download to not match the Viper Costing exactly.

 

Commission Tracking

In a program’s Details tab, you can now set Commission Rates for each Client Company and/or Third Party Company. Based on the Commission Rates you specify for each company, Viper will calculate total commissions that can be viewed in the company’s Programs tab.

 

My/All Programs Downloads

The Programs List downloads have been updated with new columns: program id, third party company, status change date, billing percent paid, commission amount, management fee amount, all employee roles (6), URL link to program.