AutoCount Advanced Quotation Module
- Customizable Quotation Templates
Design branded, professional quotations with customizable layout, logo, and terms. - Quotation Versioning
Track revisions with version history and keep all changes organized. - Multi-Level Approval Workflow
Set up internal approvals for quotation validation before sending to customers. - Flexible Pricing and Discount Handling
Add line-level or overall discounts, tier pricing, and promotional pricing rules. - Item Grouping and Notes
Group products or services with section headers and add notes or terms per line.
Sales Process Integration
- Convert to Sales Order or Invoice
Seamlessly convert approved quotations into sales orders, DOs, or invoices with one click. - Customer-Specific Terms
Auto-fill default payment terms, credit limits, and contact info based on customer profile. - Attachment Support
Include brochures, specs, or supporting files when sending quotations. - Email Direct from System
Send PDF quotations directly to customers with email templates and logs.
Control and Reporting
- Quotation Performance Tracking
Monitor conversion rates, quotation aging, and win or loss trends. - User Role and Access Control
Restrict who can edit, approve, or view specific quotation data. - Advanced Search and Filters
Quickly retrieve quotations by date, status, customer, item, or salesperson.
