What’s New Maintain Pricing in AutoQuote with new self-serve solutions.  Now any AutoQuote Customer can update pricing for any manufacturer, improve product descriptions or update Nets   In order to preserve the integrity of pricing, this mass pricing update is only available to the l Firm admins in each organization. On the Products tab  you will now see a new button available to you located on the top right of the page, the “Upload Products” button. You have two options to choose from, Bulk add new products, and Bulk update existing products. Adding a new manufacturer to AutoQuote? Or a new product [...]

What's New Keeping your Projects Organized Any project manager on AutoQuote  now has the option to establish a default folder structure that will automatically be added to new or existing projects, streamlining the process, saving valuable time, and enhancing overall organization. First navigate to your settings, then select Attachment Folders, and click on the “+” located on the top right corner of the page. Now you are given the opportunity to set up how all the default folders for your projects will look like. After you finish customizing your template and press OK. Now whenever you are on the project page, [...]

What's New Showcasing a product with an image Ever wonder how a product looks when you are looking at a quote? On Autoquote we can now include product images and manufacturer names, with the ability to enable or disable these options in the settings. This setting can be toggled on and off at your convenience before you download your quote. If an image is missing, users can now upload product  images to the firm products in their library using product cards, enhancing their quoting workflow and the presentation of final quote letters. No more duplicates When creating a new project, users [...]

What’s New Check Inventory While you Quote Users now have the ability to view products in a package, including inventory levels, prior to adding the package into a quote, providing greater transparency, and allowing users to make informed decisions. Just hovering over the arrow located on the right side of the package, will expand the package to show what products are within the package, and their relative stock levels for that product. More information when quoting A New expand/collapse button added into the quote edit screen, allowing users to view product descriptions and notes for all products in a section. With [...]

What’s New Check Inventory While you Quote Wholesalers, we are happy to inform you that Autoquote will now be able to show your stocked and non-stocked products! When you are adding in a product while quoting, the product drop down will now show you if it's stock item in your warehouse  and the quantity available (as shown below) or Qty:# When a non-stock product is quoted, there is additional functionality to automatically add a notification to your customer around your non stock policies.  This functionality is only available to customers with an ERP integration. For a list of ERP that AutoQuote [...]