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 [...]

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 [...]

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 [...]

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, [...]

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 [...]

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 [...]