QuoteWerks Update Center
Version: 4.8 Build: 5 Implementation Date: 06/03/2013 Type: New View All Features in Build
Grouped Bundles on the quote can now be converted to a single recurring monthly revenue amount (Recurring Groups). All the individual items in the bundle are totaled and then you can set an Annual Percentage Rate (APR) and a Term like 24 months. This calculates the monthly payment amount which the Group Header line will display in the UnitPrice field. There are some new macro fields to display information related to the Recurring Group which are "&GroupExtendedPricePreRecurring" and "&GroupExtendedPriceWithTaxPreRecurring". These macros will show the total amount of all the items in the grouped bundle before the total was converted to a monthly amount. They are available as columns on the Document Items tab and also in the print layouts. In addition to converting a grouped bundle to recurring in the Quote WorkBook, you can also setup Grouped Bundles and Grouped Configuration definitions to be recurring. This functionality is useful for Hardware as a Service (HaaS) quoting.
See a screenshot of this feature
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