Save company information.
Complete document information for your company and customer companies.
See the actual stepsBring default customer details into documents
Frequently used information.Reuse it in the next document.
Maintain common company headings, contacts and transaction information for future documents.
01 · Start from
Current business information
Complete document information for your company and customer companies.
02 · Continue handling
Review and preparation
Save common transaction fields and prepare customer defaults.
03 · You decide
Check, then continue
Fill blank quotation or document fields with these details, then check the current transaction.
Feature workflow illustration. No corresponding result screenshot is currently available. This is not completed business or an AI-generated result.
See this feature's highlights.
real work.
Details worth exploring.
Bring defaults into blank fields.
Save common transaction fields and prepare customer defaults.
See the actual stepsCheck this agreement again.
Fill blank quotation or document fields with these details, then check the current transaction.
See how to checkSave company information.
Bring defaults into blank fields.
Maintain common company headings, contacts and transaction information for future documents.
This feature's focusReuse it
Less repeated entry. More transaction confirmation
How the feature works. Actual results depend on information, permissions, and service requirements.
Complete steps
From the start.
To the next step.
Save your company, customer company and default transaction fields for later quotations and documents, reducing repeated entry. Confirm amounts, payment and shipping conditions for every new transaction.
01
Complete document information for your company and customer companies.
02
Save common transaction fields and prepare customer defaults.
03
Fill blank quotation or document fields with these details, then check the current transaction.
Explain the feature through real work
This time.
Reuse it.
Suppose you are preparing a new quotation for a long-standing customer.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultReuse an old quotation and forget to update the payment and shipping terms.
Bring in common information, then verify this transaction's amounts and terms separately.
Understand the tool and human handling separately
What the tool handles.
What you decide.
Save company information.
Maintain common company headings, contacts and transaction information for future documents.
Save common transaction fields and prepare customer defaults.
3 key points.
After confirmation, continue.
- Check whether default information is still valid.
- Information fills the corresponding blank fields; it does not replace verification for this transaction.
- Transaction terms and amounts must match the current business.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
When to use it
Prepare first.
Make this task specific.
When your company details and customer information are maintained, reuse common information in a new quotation or document.
Common information
your company, customer companies and default transaction fields.
This transaction's agreement
current amounts, payment arrangements and shipping terms.
Connect the work from step to step
Make this step clear.
Connect the next step.
Continue checking the customer document in the quotation or document preview. Handle internal costs and customer prices separately.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
New amounts, payment terms and shipping terms still need confirmation. Defaults do not replace the current agreement.
Product facts and FAQsBack to the product feature directoryMore details in this product
Sales reports and export
Turn saved work into report material suited to reading and handover.
Explore this feature on its own