Harnessing Innovation: New Features, Improvements and Fixes on Our Platform In the dynamic world of technology, the ability to evolve and improve is everything. That's why we are thrilled to share some new features, improvements, and bug fixes on our platform. Let's delve deeper into each of these exciting updates. What's New: Improving the Product Configurator Our commitment to improving user experience takes center stage with the newly enhanced Product Configurator. Recognizing that pricing can often be a complex process, we've integrated a price summary list feature. This will simplify list pricing for multiple options, making it easier for you to [...]

Fine-Tuning Our Features: Exciting Updates You'll Love At our core, we believe in constant evolution and adaptation to enhance our user experience. It's this philosophy that leads us to announce some significant tweaks to our platform. As always, your comfort and ease of use have been our guiding lights in making these changes. What's New Custom Email Display on Quotes  - Default Settings Are you using a group email address or a custom email address on your quotes?  To facilitate this, custom email can now be set up by default for every quote. This way, you can effortlessly see the email [...]

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 [...]