AutoCount Advanced Quotation

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.