agile
Help Blog

Knowledge

Training materials, FAQs, and documents for the Agile apps.

  • Agency Brief – Stock Price Tool, OM, Sub Gen

    Stock Pricing Tool Improved Price List Audit Logging (Published 10/13/25) Stock Pricing Tool has been updated to log actions performed from the Products Tab.…

  • Agency Brief – ADC, OM and SPT

    Agile Order Management New Order Instructions and Line Statuses (Published 8/11/25) Click here for more information about new order instructions and line statuses that…

  • Agency Brief – Quote and OM

    Improved Quote Messaging for Active Versions (Published 5/22/25) Agencies can set a threshold for more detailed messaging when changing the quote active version assignment.…

  • Agency Brief – Sub Gen, OM, Quote

      Submittal Generator (Published 4/3/25)New markup features were released for Submittal Generator. Click here for more detail.   Support Feature in Agile OM (Published…

  • Agency Brief – Project Container, OM, Quote

    Additional ABL Construction Changes (Published 3/24/25) For additional clarity around construction categories, the vertical hierarchy has been updated. For a complete list of these…

  • Agency Brief – Submittal Generator

    Deployment Overview The Submittal Generator editor deployment that took place on 2/5/25 resulted in some unexpected challenges. This was a major and essential system update…

  • Agency Brief – Submittal Gen, ADC, OM

    Agile Submittal Generator (Published 2/3/25) A new editor is now live in Submittal Generator. For details and training materials, click here. We continue to…

  • Agency Brief – Submittal Generator Update

    Submittal Generator Updates The new editor is now live in Submittal Generator. For details and training materials, click here. We continue to work through…

  • Agency Brief – Analytics, Quotes, Sub Gen, ADC

    Analytics     Year Over Year Dashboards (Published 1/15/25)  Two new Executive dashboards have been added to Analytics. The first dashboard, Year Over Year Orders,…

  • Agency Brief – Analytics, PC, Sub Gen, ADC

    Analytics Orders Dashboard Enhancements (Published 11/20/24) As we work to improve the Agency Analytics dashboard and streamline the process to access data, we have…