Summary:
The Xvantage AutoQuote has new attachment capabilities that allow teams to manage bid-related documents directly within the AutoQuote Configurator and automatically include them during quote distribution.
Question: What are the new attachment capabilities for bid related documents in AutoQuote Configurator?
Answer:
Dedicated Attachments tab – A new attachments tab within AutoQuote allows users to upload, view, download, and manage bid documents and supporting files directly from the program configuration experience.
Self-service document management – Business users can add and maintain required quote attachments using the Add Attachment action without development support or manual intervention.
Rule-based attachment distribution – Documents can be configured to automatically accompany quotes based on program-specific business rules, helping ensure partners receive the correct supporting materials.
Centralized attachment visibility – Users can view document details, update history, and attachment ownership from a single location within AutoQuote.
