2020.10.07 Release Notes

Heads up on the awesome 10/07 Ordway Platform Release: 

• Help Center launch
• Ability to create separate HTML and PDF versions of quote templates
• Multiple Payment Gateway Support
• Salesforce integration enhancements

Details on these powerful, time-saving features and enhancements:

Help Center Launch

The Ordway Help Center is designed to guide you through common procedures, methods to configure the platform for your business, and contact Ordway support when you need it.

• Read more about our new Help Center!

Quotes

Feature Enhancement

For increased flexibility and customization of quote templates, the template editor now offers the option to create separate HTML and PDF versions for the same template.

If you'd like to start sending quotes through Salesforce or Ordway, let us know support@ordwaylabs.com.

Payments

Multiple Payment Gateway Support (Live as of 10/12)

The Ordway payment setup now allows customers to process transactions on both CardConnect and Stripe gateways concurrently as needed.

Integrations

Salesforce (Ordway Connector App v2.3 now available!)

New Features & Enhancements

• Ordway Contracts can be automatically set to Active status upon initial sync to Ordway through a configurable setting.

• A new permission set is available to enable non-admin users to delete Opportunities that are associated with Ordway Contracts. This permission is included in the Ordway CPQ Admin permission set by default. 
• Plan ID and Plan Name field columns are sortable. In addition, use the new Search and Filter functionality in the Plan Picker to easily find plans and products.

• Configure fields to display and the order in which they are displayed in the Plan Picker via Setup > Object Manager > Opportunity Product > Fields Sets. 

Please contact support@ordwaylabs.com for upgrade instructions or to learn how to integrate the Ordway Connector with your Salesforce workflows.