AutoCount Advanced Quotation

• 🧾 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 & Discount Handling
  Add line-level or overall discounts, tier pricing, and promotional pricing rules.

• 📦 Item Grouping & Notes
  Group products/services with section headers and add notes or terms per line.

💼 Sales Process Integration

• 🔁 Convert to Sales Order/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 & Reporting

• 📈 Quotation Performance Tracking
  Monitor conversion rates, quotation aging, and win/loss trends.

• 🔐 User Role & Access Control
  Restrict who can edit, approve, or view specific quotation data.

• 🧠 Advanced Search & Filters
  Quickly retrieve quotations by date, status, customer, item, or salesperson.