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 [...]

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 [...]

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 [...]

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. [...]

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 [...]

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 [...]

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. [...]

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 [...]

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 [...]

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 [...]

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?

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 [...]

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 [...]