WTS Paradigm provides unsurpassed dealer support for our industry leading user base. If you are having difficulties, please use the list of frequently asked questions below. If you cannot find the answer you’re looking for, feel free to reach out to our support team.
We continue to work on providing our business partners with the most advanced software tools in the building products industry. Our vision is to continue to deliver fast, easy-to-use technology that is always available when you need it. To download WTS Paradigm Base Camp, a program that runs automatic updates when they are released to always keep your software up to date and to minimize your users download time, click here.
Why can’t I log in?
There are a few reasons you may not be able to log in. Check the following things:
Verify that your username and password are correct.
Run the AutoloaderUpdater.
This can be found in Start > All Programs>Your Manufacturer. If you have a Windows 7 machine, right click on AutoloaderUpdater and select Run as Administrator.
Why do I wait for updates when I log in?
When your manufacturer releases updates to their catalog, those updates have to be downloaded. We recommend downloading the Base Camp tool. This tool checks for updates from your manufacturer’s server and downloads them in the background of your computer. This is most beneficial if you leave your computer running overnight. More information about Base Camp can be found HERE
If you need to log in immediately, you can choose to Download in the Background, or skip the updates (depending on what your manufacturer has enabled).
What is the fastest way to configure lines?
The recommended workflow for creating lines on your quote is to configure your first line with the options you want, then use Finish and Copy for all of the rest of your lines to quickly create everything you need for your quote.
When you use Finish and Copy, your configuration will be copied to the next line, and you will remain in the Configurator. From there, you can make whatever changes you need to make to the next line, like sizing changes, option changes, or even product changes, and have all of your options automatically carried forward from the previous line.Using this method, we highly encourage you to enter a Room in the Room/Comment field so that you can drag and drop your lines into the correct order when you are done configuring.
How can I add a unit to an existing line?
Open the Configurator for the line you want to add a unit to. Underneath the Drawing is the Mull Unit button. Click this button to open the location selection screen.
Select where you want to mull the additional unit, and click Next.
Now answer the questions in the configurator just like you would for any other unit. When you click Finish, you will be brought back to the original line item, with the new unit added.
What does the red dot mean in the Configurator?
When you see a red dot next to a question in the Configurator, it means you must answer that question before you can finish the unit.
What does the blue “i” mean in the Configurator?
When you see a blue “i” in the Configurator, it means that there is additional information for that question or answer. Click on the icon to open the informational window about that feature.
Where can I see performance ratings?
In the Configurator there is a field underneath the answer images section that shows the information about the unit. The default view is the unit’s pricing, but if your manufacturer has set up performance data in their electronic catalog there will be another tab in this field called Performance, and that tab will be populated with the performance information.
How do I change options for one unit in a multi-unit configuration?
To change an option for just one unit in a multi-unit configuration, click on the image of the desired unit in the Images pane of the configurator.
This will open a set of questions for just the selected unit, and answers changes here will only affect that unit.
How do I change the size of one unit without changing the entire opening size?
There are 2 sizing options available when changing the dimensions of one unit in a multi-wide configuration – Grow as Needed and Keep size.
Keep size will keep the overall opening size what it currently is when you change one of the units. If you have 3 units that are all 30” wide, and you change the middle to 50” wide, the other two units will shrink to 20” to maintain the overall opening of 90”.
Grow as needed will change the overall opening size to accommodate the new dimension you are entering. If you have 3 units that are all 30” wide, and you change the middle unit to 42” wide, the overall size will grow from 90” to 102”.
How can I set default options for myself?
You can set Preferences for yourself to default options on your configurations, and to default pricing markups or discounts. Preferences are found in Tools > User Preferences. Defaults set here will be used on every future quote you create.
If you want to set a preference for your quote, use the Finish and Copy button as you move from one line to the next, and all of the options from your previous line will be copied to the next.
What are the different levels of Preferences?
There are three levels of Preferences: quote preferences, contact preferences, and user preferences. Quote preferences override contact and user preferences. Contact (customer) preferences override user preferences.
How do I change the customer price of my quote?
Along the top of the Line Item tab is the Pricing Calculator. Enter the markup amount or percentage you want to apply to your customer’s price. Select the Apply all checkbox if you want the change to apply to the whole quote and Click Update Lines.
Click the Show Pricing Totals button at the bottom of the screen to get a better view of the pricing change.
How do I hide my price line from my customer?
When you are creating lines with your customer looking at the screen, you may want to hide your price line. Click the Pricing Options button at the bottom of the Line Items tab, and select Hide Dealer Price. You can also do this for the List Price.
If you want those price lines to always be hidden, you can do that in your User Options. Go to the Tools menu, and select Options. On the Line Items tab, check the Hide Dealer and List Price checkboxes.
Where do I see the prices for add-ons?
When you are selecting options in the Configurator, the price is being adjusted. When you select a new option, you can review how it affected the price in the Pricing pane of the configurator. This can be seen under the Answer pane, where you select from the available options.
How can I set a default price?
You can set Preferences for yourself to default pricing markups or discounts. Preferences are found in Tools > User Preferences. Defaults set here will be used on every future quote you create. You can set pricing defaults for Contacts as well.
After I use Global Changes, why are some of the lines red?
The changes you made have opened up new required questions that you need to answer. Double-click the line to see what these new required questions are.
Why does Global Changes fail on some of my lines?
The most common reason that a global change fails when you think it should be successful is that the answer is not visible for a line because another question has filtered it out. Try opening the configurator for that line by clicking Edit to see if there are other questions that need to be changed before you can select the desired answer.
How can I change the series of my units?
There are two ways you can do this:
Edit each line and manually change the series.
Click the arrow next to Global Changes to bring up more options, and select Series Changes.
When you change the series, you will most likely open up new required questions. Be prepared to go back into each line to answer those questions, or use Global Changes to answer them for all the lines that they apply to.
How can I re-organize my lines?
If you created your lines in a different order than what your customer is expecting to see them in, you can shift them on your quote by dragging and dropping the line into the position you want it to be in. If you want your 7th line to be the 2nd line, click and hold on the 7th line, and drag it until your cursor is on the 2nd line, then release the mouse button.
How do I copy lines?
To copy a line that already exists on your quote, highlight the line and click the Copy button.
To copy a line from one quote to another, open the quote that contains the line you are looking to copy. Then, drag and drop it from your open quote to the quote you want to add it to. You can drop it on the quote in your Project Grid, or if the new quote is open, you can drop it on that quote’s tab.
How can I audit my quote?
To make sure there are no inconsistencies in your quote before you order it, click the Attribute Display button. This shows all of your line items in an easy-to-view spreadsheet format.
Select the Show Inconsistencies check box to show only the columns that have inconsistent options.
How do I copy quotes?
To copy a quote, find it in your Project Grid, right-click on it, and select Copy. This will create a copy of the quote that you can then rename and assign to a different project. Once the copy is created, you can change the customer or edit the lines.
What’s the difference between Alternate Quote and Copy Quote?
Create an Alternate quote when you want to provide your customer with different options on their quote, and you want to retain the original for comparison.
Copy a quote when a customer needs the same quote for another job.
What are contacts (customers)?
Contacts are an easy way to maintain your customers. You can save shipping and billing information for a customer that you deal with frequently, and then you can drag and drop a contact from the Contact list to the Sold To tab, and that information will automatically populate.
If your manufacturer has turned on the “Create Contact” option in the Sold To tab, you can use your customer information on the quote to create a contact record automatically when you save the quote. Just click the “Create Contact” check box.
How can I email my customer the quote paperwork?
With the quote open, click the Print Quote button. Select your report and click Fax/Email (not Print). A form will open that will allow you to enter recipient addresses and a subject line..
If your manufacturer has not enabled report emailing, you can take the following actions. With the quote open, click the Print Quote button. Select your report, and click View (not Print). Open the File menu at the top, select Export, and send it to a PDF format. Now you can attach that PDF to an email.
I have a new computer – how can I load all of my old quotes?
Click the Find Quote button (this is different than the Quick Find button). Scroll down to the bottom of the list of search criteria, and enter your login name in the User Name field. Below that, enter the date range you want to search. Now click the Find Now button. When the results have loaded click on the first quote. Scroll to the bottom of the results, hold down the Shift key, and click on the bottom quote. All the quotes should now be highlighted. Click Open, and all of your quotes will start populating in your Project list.
How do I remove a quote from my Project Grid?
If you want to remove old quotes from your project list, right-clicking on the quote and select Remove from Tree. This will only remove the quote from your project list and will not delete it from the manufacturer’s server.
How do I add an attachment to a Line?
There is a button in the Line Item Tab toolbar called Attachments. Use this to attach files to a line in your quote.
Can I see more information in my Project Grid?
The View Settings button of the Project Grid allows you to select different views. By default your quotes are sorted by Projects. However, you can choose to sort them many different ways by selecting different Views in the Settings form. Common choices are to Group by Creation Date, or Group by Last Modified Date.
Why does the system ask me to check the server when I open a quote?
When you open a quote from your Project Grid, you are opening the version you have saved to your computer. Another user, or a system process, could have made a change to the quote since you last opened it. The quoting system asks you to check the server for a newer version to make sure you have the most up-to-date version of the quote.
If the catalog version for this quote is out of date, the system will ask you if you want to update it now. The most common option here is to Update PK on the quote, to make sure it is on the latest catalog. If you want to look at it without making any changes, you can select Open, or Download PK. Open will open it as read–only, and Download PK will allow you to open it on its original version.
Can I export my quote and import it into other systems?
If you need to re-key your quote into a non-WTS Paradigm downstream system (Quickbooks, Spruce, etc), you can request the quote export Base Camp feature. This is a free feature that allows users to export a quote to a format that can be imported into another system to eliminate duplicate order entry. If this is something you are interested in, contact the Integrations team at WTS Paradigm, and request the Base Camp integration.
Make sure to include what system you are integrating to, and make sure to have Base Camp installed on the machine you want to use. Once Base Camp is installed, right-click on the icon in your start-up tray and select Documentation for more information about the export feature.