AutoCount- Advanced Quotation Module
Introduction to AutoCount Advanced Quotation Module
The AutoCount Advanced Quotation module helps businesses streamline and manage their quotation process before confirming a sale. It allows users to control, track, and revise quotations with ease, ensuring greater accuracy and smoother collaboration between teams.
(CN) AutoCount Advanced Financial Report Module
The video comprehensively explains the AutoCount Advanced Financial Report Module and details its features.
Why Use This Module?
Key Benefits
How To Use?
1. Revision Control
- Easily edit quotations while maintaining a complete change history. Enables users to track updates for review and future reference.
2. Master-Detail Relationship
- Visualize the main quotation and its related details along with all revisions. Quickly identify the latest version for approval or follow-up.
3. Status Indicators
- Instantly view the current stage of each quotation with clear status tags such as “Open,” “Confirm,” “Pending,” “Approve,” “Reject,” “Success,” or “Lost.”
4. Quotation Workflow
- Use action buttons like Confirm, Approve, Reject, Success, or Lost to move quotations through the appropriate process steps quickly and easily.
5. Preview Watermarking
- Quotations in progress are marked with a watermark during preview or print. Finalized and approved quotations appear clean and professional for customer presentation.
6. Email Notifications
- Get notified instantly when a quotation is approved or its status changes. Keeps sales teams informed and helps ensure timely follow-ups.
Ideal For
This module is ideal for businesses that require internal quotation approvals before sending to customers. It supports businesses that need traceable revisions, streamlined collaboration, and detailed control over their quotation workflow.
Conclusion
The AutoCount Advanced Quotation Module enhances your pre-sales workflow with smart tools like revision tracking, workflow control, email alerts, and status monitoring. It improves team collaboration, speeds up approval cycles, and ensures accurate, professional quotations—helping you serve customers more efficiently and confidently.