QNews

Edition #29

Training

Getting the Most Out of Recent QFX Features

Kristy Hayek
By Kristy Hayek | Director of Client Services

Key Takeaways:

  • E-Signatures are now available in QFX. Send, sign, and store proposals directly in the system with automatic syncing and notifications.
  • Grouping & Line Moving give you more control over sales orders, making it easy to organize, reorder, and insert line items as needed.
  • New tools work seamlessly with existing sales order functions, helping you manage orders faster and more efficiently.
  • Training resources are available to help you get started quickly, including videos and knowledge base articles.

Exciting new features are now available in QFX, including E-Signatures, Grouping, and Line Moving. To help you understand how they work and how to use them in your day-to-day workflow, we’ve created knowledge base articles, training videos, and webinars.

E-Signatures

First up is E-Signatures, our new add-on feature that allows you to send proposals to your customers for approval along with your own terms and conditions.

e-signature button on QFX screen

How it Works:

Customers can:

  • View the proposal
  • Read your terms and conditions
  • Sign the document electronically 

Once signed, the document is automatically sent back to you and stored in the Document Manager. No copying and pasting required. You’ll also receive an email notification when the signature is complete.

Things to Note:

  • You can choose from four proposal templates
  • Terms and conditions are fully customizable 
  • Formatting tools include spell check and font styling options
  • This feature uses the new QFX reporting tool (not QReporter), so template options are currently limited. 

Getting Started:

To get started, explore these resources

Grouping and Moving Lines

Another exciting feature is Grouping and Moving Line Items.

You can now organize line items by grouping and moving them within the sale. So if you forget something, it no longer has to stay at the bottom of the order.

Grouping Line Items

When you click on a sales order line, you will now see new buttons that appear next to the “Clear” button.

qfloors screenshot highlighting a group in one of qfloors newest features

By pressing this indent button on the right side, you can add this line item to either an existing group or create and bring it into a new group. 

You can create a group name, such as:

  • Kitchen
  • Bedrooms
  • Living room

Moving Line Items

You’ll also notice new up and down arrows at the right side of the line, along with the buttons that have already been there for line splitting and clearing.

The Line Moving feature can be used on its own by clicking the up and down arrows to reorganize line items or use it as an insert line option for a forgotten item.

A common workflow: 

1. Add a new item at the bottom of the sale

2. Use the up arrow to move the line to where you want

Things to Note:

  • Line items remain in numerical order
  • Each line has a unique ID to maintain system accuracy in other screens (ie: the Materials screen, etc.)
  • These tools also work alongside existing split and clear line functions. 
  • You can also move blank lines to the bottom of the sales order. This prevents you from having a bunch of blank lines in between everything.

We’ve also created  a new training video and a  knowledge base article covering Moving and Grouping Lines.

Getting Started:

Here are a few more training resources to help you get started with Moving and Grouping Lines:

Need Help?

If you’d like additional guidance, our client services team is always here to answer any questions you have. Just give us a call, and we’d be happy to help. 

Phone: 1-801-563-0140

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New E-Signature Feature for QFX

No extra tools. No unnecessary steps. No delays.