Template Highlights

• Real-time Editable: It can be modified in real-time, and both parties can add comments or make changes within the same document based on the quotation.

• Lock Fixed Version: It can lock and save a fixed version after both parties reach an agreement to prevent accidental operations.

• Leakage Prevention with Traceability: Dual watermarks and multi-level permission settings ensure information security and prevent leaks.

Usage Instructions

During online sales, salespeople can make real-time modifications based on the quotation content and save a fixed version for locking after both parties reach an agreement, preventing accidental operations.

Shimo tables automatically save real-time modifications made by both parties, ensuring that the document remains intact and is not lost. All modification records are traceable and can be restored. Dual watermarks and multi-level permission settings ensure that quotation information is not leaked.

• Detail Illustration

• Recommended Users: Salespeople