News & Articles
AutoQuote Release Notes December 12, 2024
What’s New Empowering Local Offices: Our New Pricing Template Strategy In the ever-evolving business landscape, customization and personalization are the keys to success. Recognizing this, we're thrilled to announce a significant change in our pricing model that aims to empower our individual offices and cater to their unique needs and requirements. Quote PDF Templates: A Shift from Firm Level to Office Level Previously, our pricing template was structured on a firm-wide level. While this approach provided a uniform framework, it didn't consider regional variations and the unique needs of individual offices. We believe in the importance of flexibility and the ability to adapt to local [...]
AutoQuote Release Notes November 21, 2024
What’s Improved Unlock the power of seamless quoting with our enhanced Excel file management! Effortlessly tailor your quote downloads to include only the information you need, eliminating tedious Excel tasks. To personalize your Excel Report, just click the gear icon and navigate to Quote Customization Settings. Next, head to Customizable Excel Export option Here, you'll find all your quote details laid out in rows. Use the arrow buttons to drag and drop data into your desired columns. The first row corresponds to Excel's A column. The orange toggle on the far right lets you decide if a data point should appear in your [...]
AutoQuote Release Notes October 31, 2024
What’s Improved Enhancing Your Experience: Introducing Upgraded Features Based on Your Feedback! New Add Section Feature One of the highlights of this update is our revamped "Add Section" feature that simplifies the process of adding new sections to your quote. Gone are the days of navigating through multiple clicks to access this function. Now, you can seamlessly add sections directly on the quote itself, streamlining your workflow for increased efficiency. How It Works When working on your quote, you'll notice a subtle yet powerful change. Hover your mouse over the "Plus" symbol located between each section, and watch it transform into an "Add Section" button. [...]
AutoQuote Release Notes October 9, 2024
What’s Improved Loading Quotes Faster and Navigating quotes Easier! Improved Layout for Quick Quoting In this latest update, we have streamlined the design to boost loading speed significantly. Compared to the previous layout, we've made vital changes, such as relocating the buttons 'Auto Update Pricing' and 'Hide A.I. Products' to the bottom of the page and keep them visible while editing the product list. This new layout ensures that these essential features remain easily accessible while you navigate through your quote. OLD DESIGN NEW DESIGN Enhanced Section Organization One of the most exciting features we've introduced is a more intuitive way to organize [...]
AutoQuote Release Notes September 17, 2024
What’s New Making your quotes look more professional! Hyperlinks to spec sheets are available in downloaded PDF quote letters Often customers receiving quotes want to see the Technical documents of the products in the quotes. While the traditional way of collecting spec sheets and sending them over is tedious and time consuming, ATS’ team keeps making everyone’s life easier with new technologies. Now with a hyperlink to a product’s spec sheet in a quote PDF file, your customer can access the details with one click. AutoQuote currently has pre-loaded over 70,000 specs sheets and shop drawings available to all users. As always you can [...]
SpecTool Release Notes August 06, 2024
What's New Sizing Pumps Just got Easier In Spec Tool users can now review the Pump Curve and gain easier access to a pump sizing tool. For each pump before configuring and adding a pump to their specification, you an review the Pump Curve. Simply Click on the Pump Curve Icon , just below the spec sheet link. The Pump Curve for the specific Pump will appear. If you need more help find the right pump check out the quick access to a Pump Sizing tool. This will take you to the Pump Sizing tool by Zoeller. Before you use this tool we suggest you [...]
AutoQuote Release Notes July 17, 2024
What’s Improved Eyes on the Ease: Enhanced Text Clarity for Quote Editing Improved Text Visibility of Product List In Quote Edit Page ATS understands the importance of data driven decision making for every business. With this new feature anyone has the ability to monitor which customers are awarded, and your win and losses at both the Project and Quote level, automatically input bid values, attach bid notes, and generate advanced reports for in-depth acally expand to the length of the notes that allow you see the full note without any extra effort. We Got it, You Are Used to Internal Customer Numbers Customers [...]
AutoQuote Release Notes June 26, 2024
What’s New Win/Lose Tracking Is Here! More Data from the Advanced Reporting Customer Awarded/Lost status is now available in both quote edit and project key contacts, included in advanced reporting. ATS understands the importance of data driven decision making for every business. With this new feature anyone has the ability to monitor which customers are awarded, and your win and losses at both the Project and Quote level, automatically input bid values, attach bid notes, and generate advanced reports for in-depth analysis. Our tool is a game-changer for any sales team. To get started once your customers are added to a quote your team will [...]
SpecTool Release Notes June 26, 2024
Connecting the dots for Architects and Interior Designers According to some, an architect's biggest challenge when designing a washroom is often optimizing the limited space available while ensuring functionality, accessibility, and meeting building codes and regulations. But often overlooked is incorporating aesthetic elements and materials that are both durable and easy to maintain. ATS Spec Tool has made it easier for anyone who is involved in the design process of a washroom or locker room. Review Color Charts Spec Tool will now show you all the color charts or swatches for partitions, lockers, stone lavatory and multi lavatory systems. To see the swatches click [...]
AutoQuote Release Notes June 06, 2024
What’s Improved Project Auto-Tracking Made Easier! Auto-Tracking Project Is Now Available Through User Settings. Less Clicks And More Efficient! Previously project tracking had to be done manually for each project. This feature offers users to turn on tracking automatically when creating a project. This is a user-level setting that can be found under the Project Customization in User Settings. From there navigate to the Auto-Tracking Setup and turn the toggle on. This will ensure every project you create is automatically tracked. Edit Products and Packages On The Go! Now Products and Packages Can Be Edited In Quote Editing Page. Enjoy the Flexibility! Say [...]
SpecTool Release Notes June 06, 2024
Unlock Global Project Management Potential! Prepare to unleash the full potential of your project management capabilities on both local and international scales. With the ability to organize projects, Mechanical Engineering, Architectural or interior design firms worldwide can optimize design efforts seamlessly. As a Mechanical engineering firm across all of Canada, US or world you can now organize all your projects in one account from your dashboard. And organize each project List to showcase projects from one specific location. From your Dashboard click on the three dots, and click on Edit Widget Update the Project list widget to show projects only from the one specific office. [...]
AutoQuote Release Notes May 16, 2024
What’s Improved Team Collaboration Can’t Be Easier! Get alerts with in-app notifications through TASKS. This feature empowers users within the same organization to seamlessly collaborate by sending tasks to one another. Whether you’re delegating responsibilities, sharing updates, or requesting assistance, task notifications streamline communication and enhance productivity. If you are assigned a task, the notification will appear in Green on the top right corner on your browser like so: Click on the popup, to see who assigned the task. Then click on “View Details” to see more information and action the task. List of tasks are visible from your Tasks widget on your dashboard or [...]
SpecTool Release Notes April 5, 2024
Using your Master an ATS template just got easier For any firm who has their Office Master on ATS Spec Tool or wishes to use ATS template for a project we have an improved way to copy from your master into a project. This game-changing feature empowers you to effortlessly browse through your master content, cherry-pick the products you need, and seamlessly decide the sequence in which they should be integrated into your ongoing projects. By simplifying the review and selection process, you can now save valuable time and ensure a more tailored, efficient project execution that perfectly aligns with your requirements. Upgrade your workflow [...]
AutoQuote Release Notes February 21, 2024
Introducing Our New Feature: Quote multiple customers with one click! We are thrilled to announce a new feature on our platform that's all about saving you time and boosting your efficiency. We've listened to your feedback and we're continually improving our platform to enhance your user experience. Download Quotes for Multiple Customers Simultaneously One of the highlights of our latest update is the capability to download the same quote for multiple customers at once. Traditionally, you'd need to download a quote separately for each customer - a process that could be time-consuming. With our new feature, you can handle multiple customers all at once, [...]
AutoQuote Release Notes January 30, 2024
Streamlining Quotation Process: Exciting Integration & Enhanced Viewing Experience Pop out the spec, before you quote! PDF Viewer You can bid farewell to the inconvenience of switching between various pages and tools to refer to original construction documents while converting specifications into quotes. A.I. identified products will appear as hyperlinks under the A.I. identified products section. Clicking on these hyperlinks will open a new window displaying the page where the product was found. This feature ensures easy reference to product details and offers improved traceability, making it even easier for you to verify and examine product details. We've also improved the color scheme of our [...]
AutoQuote Release Notes January 10, 2024
Enhancing Team Management and Reporting: Exciting New Features! Easier way to read and Quote, using AI In our previous version of the Autoquote AI, the process to create a quote was a two-step process. First, you would train the AI with your product preferences. Then, this trained AI would generate a quote where pricing might need to be updated that could be sent to your customers. But now, we're thrilled to unveil a major consolidation that enhances this process: Our "Spec to Quote" page has undergone a drastic transformation, merging these two stages into a single, seamless workflow. In this newly designed page, you can [...]
AutoQuote Release Notes December 14, 2023
We’re thrilled to announce a major update to AutoQuote along with several critical improvements that we believe will significantly enhance your business productivity and streamline daily operations. These updates, based on the feedback we received from our valued users, are now live and ready for use! What’s New: Simplify Operations and Installation Manuals First AutoQuote made it easier for any Plumbing Wholesaler to Develop Shop Drawings (or Submittals) now the same concept has been added for the development of Operations and Installation Manuals (O&Ms) directly within our platform. This feature is designed to simplify the process of creating professional, detailed, and O&Ms. Before, compiling [...]
SpecTool Release Notes November 22, 2023
What’s New Water Heater Stands and Platforms If your project requires a Water Heater platform or stand you can now specify one through the ATS Spec Tool. The water heater accessories from HoldRite are third-party tested and proven to connect, elevate and secure water heaters so they use less floor space and protect against damage from earthquakes. ATS Spec Tool will help find the best platform based on the Water Heater you specify. To learn more about the Water Heater Platforms click here. On the ATS Spec Tool, simply search for Water Heaters and all the possible stands and platforms will appear. Updates [...]
AutoQuote Release Notes October 11, 2023
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 understand the calculations at [...]
SpecTool Release Notes October 11, 2023
What’s New Include or Exclude Drawing Labels? Spec Tool users can now include or exclude drawing labels when downloading or printing documents. Here is how it works: When on the “Download Spec Documents’ page. Click on the ‘CSI 3 Part Spec’ tab on the bottom of the ‘Print Format’ list. Check or uncheck the box ‘Include all drawing labels in spec document print’. What's Improved Never Accidentally Delete an Office Spec Tool admin users are protected from the dreaded ‘I accidentally deleted an office with active users!!’. Additional tooltip in the Team Management page to safeguard against deletion of offices with active users. When you [...]
SpecTool Release Notes September 21, 2023
What's New American Standard is introducing a fresh Cool Sunrise through its cutting-edge new finishes American Standard has expanded their offering of finishes for both bath and kitchen faucets and they are now available on Spec Tool. Matt Black is now offered in almost all of their collections covering a range of styles from traditional to contemporary. And Brushed Cool Sunrise (.GN0) has been added as a new finish (similar to the the finish offered by Grohe) To access these new finishes simply look for the bath and kitchen faucet and click on the finish. ATS Spec Tool will configure the model number to match [...]
AutoQuote Release Notes August 11, 2023
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 information on your printed [...]
SpecTool Release Notes August 11, 2023
What's New ATS Spec can now help with HVAC System Design ATS Spec Tool is thrilled to welcome First Co., a leader, innovator, and trusted supplier of a broad range of high quality HVAC products for the multi-family industry to the ATS SpecTool. Products available include Air Handler units, Condensers and more. To see the full product offering simply choose HVAC systems on Spec Tool. Welcome to Our New Naming Conventions We've always believed that keeping our platform easy-to-use, visually appealing, and user-centric is the key to providing an exceptional experience. With some of your feedback we've recently made some significant changes to our User [...]
SpecTool Release Notes June 29, 2023
What's New Downloading multiple formats all at once Downloading your complete specification on SpecTool is now much easier. We made adjustments to our tool to allow our users to download multiple formats at once, compared to our one document at a time option before. Your download button will now default to be grayed out, until products are selected, then you will be able to click on the download button. After clicking on the download button, you will see all the download formats that are available on Spec Tool with a check box to indicate which format you want to download. You now have the ability [...]
AutoQuote Release Notes June 29, 2023
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 line from an existing [...]
AutoQuote Release Notes June 07, 2023
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, you can press the [...]
AutoQuote Release Notes April 28, 2023
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 will now receive a [...]
SpecTool Release Notes April 10, 2023
What’s Improved More ways to get your project started. ATS has created ATS Master Templates which is a list of recommended products based on project applications or verticals. Now any portion of the complete Master template can be copied into a Project, Master or spec. Instead of the traditional way of creating a master, and choosing one of many templates ATS has to offer, Users are now able to use the “Copy To” function located on the top right of the page to copy products from a template to a Masters. The templates can be located in your Masters tab on the left toolbar, and [...]
AutoQuote Release Notes April 06, 2023
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 this new feature, you [...]
SpecTool Release Notes January 28, 2023
What’s New Introducing Murdock Drinking Fountains ATS SpecTool is pleased to announce the addition of Murdock to the platform. Murdock products are now available to ATS SpecTool users to add to their project specifications giving architects, designers and engineers a valuable option to be added to their projects. Murdock Manufacturing has been designing, manufacturing, and selling bottle fillers, drinking fountains, water coolers, hydrants, pet fountains, and more since 1853. Click here to learn more. Creating Master just got easier with Templates! Was creating a Master too time consuming? We now offer templates to base your office master. They are available to use when creating a [...]
AutoQuote Release Notes January 28, 2023
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 integrates to visit https://www.atssoftware.com/autoquote/ [...]
AutoQuote Release Notes January 19, 2023
What’s New Multiple bug fixes You will no longer get an error message when downloading a shop drawing that contains a bookmark. Internal name / Internal Number characters have increased on the project details page to prevent names from being cut-off during editing. The package drawer will now properly close when navigating out of the tab. Want to learn more about these features or other functionality on AutoQuote. Book a meeting?
SpecTool Release Notes December 08, 2022
What's New Most Specified comes first Too many options and do not know which one to choose for your job? Let us help you with that. We now offer the ability to Sort by “Most Specified Series” , rearranging the listing of products to show you which series of that product category is being most specified from across all SpecTool users. Have more questions about these features or how to use ATS SpecTool? Click here to Book a demo.
AutoQuote Release Notes December 08, 2022
What’s New A picture is worth a thousand words Set your quote apart by adding images to your quote. Change the way customers see what your organization is quoting. This will help your customers know the different manufacturers and create a greater brand and product awareness. This is how it looks now! To enable this new feature, first head to your Quote Customization page. Select the template of your choosing, and turn it on for your firm. Based on the manufacturers you quote your account could be pre-loaded with more than 15 000 product images. Contact your customer success team to learn more. Once it [...]
AutoQuote Release Notes November 10, 2022
Improvements Auto Quote’s new display overhaul Tired of changing your display brightness or shade to figure out those hard to read numbers? Not anymore. The font and background colors for AutoQuote have been revamped for easier readability when quoting your projects. Old display New display The pricing data coming from the system (non editable numbers) now have a darker font with a better contrast of the column colors. No more adjusting colors or squinting your eyes! We’ve also made minor adjustments to how our information is presented. The “Expiry Date” located on multiple pages of the quotes tab, will now be changed to “ [...]
SpecTool Release Notes November 10, 2022
What’s New Creating Master Templates just got more easier Was creating a Master too time consuming? We now offer templates for your office master. They are available to use when creating a new master on SpecTool. Templates for different applications will be available for you to use as a starting point, copy recommended products from the template, then make adjustments, rather than creating a whole new master from scratch. To use this feature, click on create a master from your dashboard. After inputting the Basic Master Info and selecting the building classification, you need to select a recommended template. Now you have the option to [...]
