How to start using CunXinYun electronic quotation?

After registering an account, you can immediately start creating quotations. The system provides various beautiful templates, just fill in product information and customer information to generate professional electronic quotations.

Can I customize quotation template styles?

Absolutely! The system provides a visual template editor where you can customize logos, colors, fonts, layouts, etc., to create exclusive quotation templates that match your corporate brand image.

Can I batch import product information for quotations?

Yes! Supports Excel batch import of product information, including product names, specifications, prices, etc. It also supports product library management, allowing quick access to commonly used products, greatly improving quotation efficiency.

How to send electronic quotations to customers?

After generating a quotation, you can send it directly to customers via email or generate a sharing link. Customers can view quotations online and support online confirmation and electronic signature functions.

How to manage permissions in team collaboration?

Supports team collaboration features with different role permissions: administrators can manage all quotations, sales staff can only operate their own quotations, and finance staff can view price statistics, etc.

How is data security guaranteed?

Uses bank-level encryption technology with strict encryption for all data transmission and storage. Supports data backup and recovery to ensure your quotation data is safe and reliable.

Does it support mobile device operations?

Fully supported! The system uses responsive design and works normally on mobile devices such as phones and tablets, allowing you to create and send quotations anytime, anywhere.

What is an electronic quotation?

An electronic quotation is a digitized business quotation document containing product information, prices, terms, and other content. Compared to traditional paper quotations, it offers advantages such as rapid creation, convenient delivery, secure storage, and environmental sustainability, making it an important tool for modern enterprises to improve business efficiency.

Do electronic quotations have legal validity?

Yes, electronic quotations generated through our system have legal validity. We provide digital signatures, timestamp authentication, tamper-proof technology, and other functions to ensure document authenticity and integrity, complying with relevant regulations such as the Electronic Signature Law.

How is data security guaranteed?

We use bank-level encryption technology to protect your data security. All data is encrypted during transmission and storage, and we conduct regular security audits.

Does it support multi-user collaboration?

Yes, Professional and Enterprise editions support multi-user collaboration. You can invite team members and set different permission levels to achieve efficient team collaboration.

Can templates be customized?

Professional and Enterprise editions support custom template functionality. You can create exclusive template styles based on your corporate brand and business needs.

What about technical support services?

We provide various technical support services, including: online documentation and help center with detailed operation guides; video tutorial library to help you quickly master various functions; email support with 24-hour response on working days; online customer service for real-time answers; dedicated one-on-one customer service for Enterprise users; regular online training and product update briefings. We are committed to providing quality technical support experience for every user.

What is the difference between free membership and VIP membership?

Free members can experience basic functions such as basic quotation creation, 10 corporate seals, 1G cloud storage, etc. VIP members enjoy unlimited quotation creation, seal stamping/riding seam stamps, 500G-1024G cloud storage, 7×24 hour customer service support and other advanced functions.

What is the quotation seal stamping function?

We provide corporate seal and riding seam stamp functions to make your quotations more legally effective and professional. Free users can add up to 10 seals, VIP users have unlimited seals, and also support anti-secondary modification functions.

What payment methods are supported?

We support Alipay, WeChat Pay, bank card payment and other payment methods. Enterprise users can also choose corporate bank transfer.

What if cloud storage space is not enough?

Free users enjoy 1G cloud storage space, VIP members provide 500G-1024G storage space according to different packages. If you need more storage, you can upgrade to a higher VIP package or contact customer service for customized enterprise solutions.

What are trusted timestamps and CA digital certificates?

Trusted timestamps can prove the existence and integrity of documents at specific times, and CA digital certificates provide higher levels of identity authentication. These functions are only available to VIP users, making your quotations have stronger legal effect.

Is there a limit on the number of team members?

Yes, different VIP packages support different numbers of team members: 1-year VIP supports 10 people, 3-year VIP supports 50 people, and 5-year VIP supports 100 people. You can choose the appropriate package according to your team size.

What is the difference in customer service support?

Free users enjoy working hours customer service support, VIP users enjoy 7×24 hour round-the-clock customer service support, ensuring that you can get timely solutions whenever you encounter problems.

Are the applications free?

Yes, the basic functions of CunXinYun are completely free. We provide a free version for individuals and small teams, including basic document creation and management functions. If you need more advanced features, we offer paid professional and enterprise editions.

Which operating systems are supported?

We support all mainstream operating systems: iOS 12+, Android 8+, Windows 10+, macOS 11+. We also provide a Web version that can be used in any modern browser.

How is data security guaranteed?

We use bank-level encryption technology to protect your data security. All data is encrypted during transmission and storage, and we regularly conduct security audits and updates.

How to synchronize data?

The app automatically syncs your data to the cloud. When you log in on different devices, all data will be automatically synchronized. You can also manually trigger synchronization to ensure the data is up to date.

Can it be used offline?

Yes, our mobile app supports offline mode. You can create and edit documents offline, and they will automatically sync to the cloud when the network is restored. Desktop apps also support offline work.

How to start using CunXinYun?

To start using CunXinYun, you need to register an account first. After registration, the system will guide you through the initial setup, including creating your first workspace and inviting team members. We provide detailed beginner guides and video tutorials to help you get started quickly.

Is there a limit on the number of team members?

Yes, different VIP packages support different numbers of team members: 1-year VIP supports 10 people, 3-year VIP supports 50 people, and 5-year VIP supports 100 people. You can choose the appropriate package according to your team size.

How to set up document approval workflows?

In CunXinYun, you can set up document approval workflows through the "Workflow" feature. First create approval templates, define approval nodes and approvers, then apply the template to corresponding document types. The system will automatically follow your configured workflow for approvals.

How is data security guaranteed?

CunXinYun uses bank-level encryption technology to protect your data security. All data transmission is encrypted through SSL, and data storage uses AES-256 encryption. We also provide multi-factor authentication, access permission control, and operation log auditing functions to comprehensively protect your data security.

How to export my documents?

In CunXinYun, you can select single or multiple documents, click the export button, and choose the required format for export. The batch export function can export large quantities of documents at once, improving work efficiency.