AutoQuote Just Got Easier: Smarter Emails, Clearer Alerts, and More

We’re excited to share the latest updates to AutoQuote! This release makes it easier to send and organize your documents, adds clearer alerts, and streamlines your day-to-day workflow. These updates are a direct result of your feedback, and we can’t wait for you to try them.

Here’s a look at what’s new:

1. Never Miss a Discontinued Product Again

We’ve made it easier to spot discontinued products before they become a problem.

• Easy-to-Spot Alerts: Rows with discontinued products now show up in red, so they’re impossible to miss.

• A Friendly Reminder: When you download a quote that includes a discontinued product, you’ll see a quick, dismissible warning letting you know.

2. Catching Duplicate Products Before They Cause Confusion

When you create a new firm product, AutoQuote will now let you know if it looks like a duplicate—helping keep your product library clean and accurate.

3. A Smoother Way to Email and Download Documents

We’ve refreshed the email and download experience to save you time and cut down on back-and-forth.

**Please contact your customer success representative to enable the following improvement.

• A Cleaner Download Page: We’ve reorganized the download page to make it easier to find what you need.
  • Print multiple documents at once, saving you clicks.
  • See clearly which customer you’re preparing documents for, so there are no mix-ups.

• Personalize Your Emails: Set up your email signature, default recipients, and custom sender information right in your settings—so every quote goes out exactly the way you want it.

• Email, Right Where You Need It: The email option now lives on the new download page, so you can send documents without hunting for the right button.

To learn more about these updates, please contact your customer success representative.