Please see a list of the most recent enhancements released for Quote Connect below. This list is not exhaustive and is intended to provide a high-level update on key system changes. If you have any questions or would like to submit an enhancement request, please reach out to the Quote Connect Product Manager, Trinton Castetter, at Trinton.Castetter@toyotatmh.com.
February 2025 through April 2025
- Quoting/Ordering
- Enhanced configuration summary section by separating the model and mast.
- Added new lithium-ion batteries as truck options.
- Made several enhancements to the TSDR add/remove/update process.
- Removed hard errors for TSDRs once requirements are fulfilled.
- Added operating cost calculator link under ‘i’ icon during configuration.
- Removed requirement for “Description” field to be filled out for mods.
- Added a ship-in checkbox that displays the recommended ship-in commission based on the calculation.
- Deployed several enhancements to non-included options, including conflict validation.
- Adjusted configurator layout to reduce scrolling and maximize space utilization.
- Added energy configurator link under ‘i’ icon during configuration.
- Quote Administration/Approvals
- Developed Integrated Electric Pneumatic approval process.
- Added default value to allow dealers to determine if “Show Ship-To on Doc” checkbox is checked by default on all quotes.
- Added incentives validation on document generation.
- Removed quoting-specific default values from CRM and removed opportunity-specific default values from CPQ.
- Added default value setting to enable manager approval based on Warchest incentive %.
- Re-labelled approvers, added an additional approver column to allow a secondary approver. Added a checkbox to send approvals to the backup approver instead of the primary.
- Added setting under User Settings to allow users to set an out-of-office duration and a secondary approver to be designated while out of office.
- Added a default setting, allowing managers to set specific users to either always or never require manager approval based on approval rules.
- Added additional logic, allowing users to add users to locations where no users currently exist.
- Quote Documents
- Enhanced product descriptions for LiB products on quote output.
- Added Toyota ESS section to worksheet.
- Custom text management feature added, allowing users to add text to various sections prior to document generation.
- MyMods quantity now appears on quote output documents.
- Added the ability to add local promotions to the quote output.
- Added the ability to input the PO number to the signature block.
- Enabled the ability to display different product images for materials that contain multiple models.
February 2025 through April 2025
- Quoting/Ordering
- Added mass update functionality for Dealer Mods.
- Added messaging that informs users if an incentive is invalid prior to moving their quote out of Edit status.
- Integrated Electric Pneumatic battery and charger options now show as sub-line items in the cart for increased visibility.
- Added API that allows users to send TMH Portal registration to customers.
- Added “Ship-In Schedule” document to “Recommended Ship-In” ‘i’ icon.
- Added the ability to see available finance programs that matched the entered monthly payment amount.
- Added T41N – Void UL pop-up message.
- Enabled TSDR conflicts to show in the configurator screen.
- Hid “Market” and “Pricebook” fields in “Quote Info” section.
- Simplified dealer default tables, removing irrelevant fields and rows.
- Added a default value setting allowing the servicing dealer checkbox to be defaulted to always be checked or unchecked based on dealer presence.
- Added default value setting, allowing dealers to determine if the “TSDR Separate GP” box is set to “yes” or “no” by default.
- Added new Toyota products.
- Optimized mods UI for ease of use and enhanced visibility/customization.
- Quote Documents
- Added Opportunity Number to quote file name in CPQ.
- Added quoted quantity amount to the quote output first page and investment section when the quantity was greater than one.
- Added “1-Click Document Generation” feature, allowing users to create a quote document with the click of one button.
- Removed “Master” on quote output when no revision exists.
- Added tariff terms and conditions.