Direct Communication, Zero Friction: Send Quotes via Email Right from AutoQuote Streamline your workflow and close deals faster! You can now compose and send quotes directly to your customers via email without ever leaving AutoQuote. Eliminate the hassle of downloading PDFs, opening external email apps, and re-uploading attachments—everything you need is now built into a single, seamless process. How it works: 1. Initiate in One Click: Click the Email button on your quote to open the new Quote Print Configuration window. 2. Select Recipients & Attachments: Choose your customer on the left side of the screen and decide whether to [...]

Streamline Collaboration & Pricing Strategy: Introducing Flexible Team Assignments & Advanced Discounting Delegate with Ease: Enhanced Project & Quote Assignments Assigning team members to projects and quotes is now faster, more flexible, and accessible across your entire organization! We've removed administrative roadblocks and introduced clear list-level visibility so your team can delegate tasks and manage workflows seamlessly. How it works: Expanded Permissions: You are no longer restricted to admin-only assignments.Now the admin can choose who has the ability to  "Assign"  Instant List-View Visibility: A dedicated Assign To column has been added directly to both the Project and Quote list pages, [...]

Boost Productivity with Seamless Quote Management: Introducing Autosave & Streamlined Configuration 1. Safe, Sound, and Seamless: Automatic Quote Saving is Here! Focus on your pricing strategy without the stress! The Quote Edit interface now features an intelligent autosave, preserving your progress in real-time. Whether it's an unexpected browser crash, accidental navigation, or a network drop, your hard work is protected. The system now works tirelessly in the background so you can focus on winning deals. How it works: A global default is turned on in Settings for all users. There are three interval options to choose from, with the default [...]

AutoQuote May Update: Bulk Processing, Enhanced Sales Tools, and Smarter AI Analysis  We are excited to announce the May release of AutoQuote, featuring improvements designed to optimize your workflow. This update introduces highly requested bulk template updates, expanded functionality for Outside Sales Representatives, and improvements to our AI-driven analysis of construction documents. Implementation of Bulk Template Updates A sophisticated bulk processing utility has been integrated, facilitating the concurrent modification of quote templates across an entire quote. This enhancement eliminates the necessity for manual, section-specific adjustments, thereby streamlining the administrative workflow. This improvement standardizes the default template for the primary quote [...]

Create On-the-Fly Shop Drawings Today AutoQuote library of shop drawings is available for over 1 million product numbers, but we understand that we still cannot keep up. To simplify and speed up the shop drawing process, use the new Shop Drawing Annotation feature. With this feature, if a shop drawing is missing, simply upload the manufacturer spec sheet and mark it up within AutoQuote. Here is a step-by-step guide on how to mark up and create a shop drawing on the fly: 1. Start the Process: Click the 'download Shop Drawing Button' from any Quote Detail page. 2. Locate the [...]

AutoQuote's Power Surge: New Features for Faster Quoting, Seamless Email Integration, and Team Collaboration. Project auto creation has been a hit, and we're not slowing down! We've been continuously working on maximizing efficiency and expanding functionalities. Get ready to see what's landing in Autoquote today! This release delivers massive efficiency gains by expanding project auto creation to include emails and attachments, eliminating manual data entry. We’ve introduced essential quoting features like full tax support and product configurator suffixes, and added internal, searchable notes to keep your team aligned and quoting faster than ever. Quote with Confidence: Full Tax Support is [...]

Precision, Flexibility, and Flair: What’s New in Our Latest Update We know that in the world of project management, the difference between a smooth operation and a bottleneck often comes down to the details. This latest release is all about giving you more control—whether you're assigning ownership, managing documentation, or fine-tuning the math on a massive order. Here is a look at what’s landing in Autoquote today. 1. Collaborative Project Ownership We’ve heard from many organizations where the person who kicks off a project isn't always the one who sees it through to the finish line. To support this workflow, [...]

Level Up Your Workflow: Announcing New Features Designed for Efficiency We’re thrilled to announce a major update to our application, bringing powerful new features that streamline your project management, enhance contact organization, and provide greater flexibility in pricing. These updates are a direct result of your valuable feedback, focused on making your daily workflow smoother and more efficient. Here’s a look at what’s new: 1. Introducing AI-Powered Project Folder Creation Say goodbye to manually creating projects! Our new AI feature instantly analyzes your documents and automatically sets up project folders. Intelligent Organization: Simply upload your construction documents, and our AI [...]

✨ Improvements with More Control of Project Information and More ATS is dedicated to enhancing user experience through improvements in productivity, team collaboration, and ease of use. This release introduces enhancements that give users greater control over project information. Let's dive into the new features launched.  1. You Can Now Make Your Projects Private Oftentimes, our users do not want to share any project details. Now AutoQuote allows you to change the visibility as you wish, either visible to your office, or your whole organization, or to the public. This setting will only affect new projects created, not any older [...]

✨ More Flexible Applying Discounts & Streamlined Document Management At ATS, we’re focused on one goal: helping you get accurate bids out the door faster. This update tackles two of the challenges in your everyday work, complex product discount management and uploaded document management. 1. Manufacturer Discount is Here! Applying the right margins shouldn't require a calculator and a spreadsheet. We’ve introduced a powerful new Manufacturer Discount tier to sit alongside your existing Customer Discounts. Granular Control: Define discounts by Manufacturer, Product Category, or Region. Conflict Resolution: You decide the priority. Choose whether the system defaults to the Manufacturer Discount [...]

✨ New Year, More Improvements At ATS we are committed to better user experience, from productivity, team collaboration, easy to use, to nice to have. In this release, you’ll find frequently requested features that enable efficiency. Let's dive into the powerful new features launching today! 1. Download Configuration: saving the customizations based on your last quote. No more repetitive clicks to keep the consistent format of your quote.  Now the Download configuration saves the last configuration for each individual user. That means you don’t have to remember to check off the shipping address, or tick the Creator to display your [...]

Upgrades to Submittals, managing and editing large quotes. We are thrilled to unveil our latest set of enhancements, all designed with one goal in mind: making your daily tasks more efficient, collaborative, and stress-free. From navigating massive documents to streamlining team communication, these updates are ready to transform how you use Autoquote. Let's dive into the three powerful new features launching today! 1. Zero-Scroll Navigation: Instantly Jump to Submittal Sections Say goodbye to endless scrolling through lengthy submittal documents! We've made the Table of Contents fully interactive. The Power-Up: The Table of Contents for every Submittal document is now completely [...]

Quote Faster, Work Smarter: Autoquote Just Got a Major Upgrade! This release is all about unlocked efficiency and complete peace of mind. Introducing: Bulk Edit: The Time-Saving Tool You've Been Waiting For! ⚡ For too long, updating large quotes has meant clicking, clicking, and clicking again. That ends now! We’ve heard your feedback, and we're officially rolling out Bulk Edit at the quote level, an intuitive new feature designed to slash the time you spend on quote management. With this new feature you can make bulk update margin, multiplier ect for a specific manufacturer, sku or product line for the [...]

New Look, New Language: Check Out Our Latest Updates! We've been hard at work making your experience faster, cleaner, and more globally friendly. This month's release brings some major improvements, from new language support to key productivity upgrades. Streamline Your Workflow with the New "Office" Filter For our users who manage quotes across multiple locations, we've introduced a highly requested productivity boost. You'll now find an "Office" filter on the Quote List page.  Say goodbye to manual searching! This new filter lets you instantly isolate and view quotes specific to any of your offices, making it faster than ever to [...]