View source for Multi-quotes

''Multi-quotes page:'' https://cloud.protemos.com/multi-quote/index
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Multi-quote is a potential project with several options, consisted of several quotes.

[[File:Multi quotes 1.png|border|150px]]

=='''Create new multi-quote'''==

To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first.

Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button:

[[File:1 new mq.png|border|900px]]

Or you can create a multi-quote by clicking the '''"New multi-quote"''' button in the Multi-quotes menu:

[[File:New multi-quote.png|border|150px]]

In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''':

[[File:1 nemw quote.png|border|500px]]

Then click the '''"Add option quotes"''' button:

[[File:Options1.png|border|900px]]

Select the needed ones, and click '''"Add selected quotes"''':

[[File:3-.png|border|900px]]

Now click '''"Send"''' to send the multi-quote to the client or '''"Mark as sent"''' (the client will not get any notifications):

[[File:Save and sent.png|border|900px]]

The client will get a notification with attached quote files of each option.

Once the multi-quote is sent, the client can 

*'''Accept''' one of the quotes ''(when one of the quotes is accepted, all others are automatically marked as rejected)''.
*'''Reject''' the entire multi-quote.

Or you can move forward the multi-quote by marking the needed quote as accepted or all of them as rejected:

[[File:Axxdept reject.png|border|900px]]

=='''Update multi-quote'''==

You can update the '''legal entity''' or/and '''client''' by clicking the '''"Update"''' button:

[[File:Uopg2.png|border|500px]]

<span style="color:red">'''Note:''' </span> when you have added the option quotes or sent the multi-quote, it cannot be updated anymore.

If you need to update the '''option quotes''', you can open them by clicking their code:

[[File:Open 1.png|border|900px]]

And then <U>'''[[Update quote page|update the quote]]'''</U> as usual:

[[File:Updr5.png|border|900px]]

<span style="color:red">'''Note:''' </span> the option quotes cannot be update once the multi-quote is sent.

If you need to remove an option quote, click the '''"Remove"''' button:

[[File:Remove .png|border|900px]]

To add another option quote, click the '''"Add option quotes"''' button:

[[File:Add more.png|border|900px]]

=='''Send multi-quote'''==

You can send a multi-quote to your clients right from the system.

To do so, open the necessary multi-quote and click the '''"Send"''' button:

[[File:Send multi-quote.png|border|900px]]

You may edit clients' contacts:

[[File:Edit cl cont.png|border|600px]]

For more details, please see the '''<U>[[Client view page – Contact persons tab|Client contact persons tab]]</U>''' page.

You may also send a '''CC''' and '''BCC''' of the quote email to the emails of your management team:

[[File:Cc.png|border|300px]]

The mechanism of sending the multi-quote is the same as <U>'''[[Send quote|sending the single quote]]'''</U>.

=='''Search multi-quotes with filters'''==

By default, you can see all the multi-quotes in your database, 50 per page. 

If you want to hide or display some quotes from the list, you may apply filters. 

You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner. 

[[File:Filter multi quote.png|border|900px]]

You can enter the data into the appropriate fields and click '''"Apply"'''. 
 
If the filter  is applied, the header turns blue:

[[File:14.png|border|900px]] 

You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. 

<span style="color:red">'''Note''':</span> The hidden filter remains activated.

To inactivate the filter, click the '''"Clear"''' button. 

The header colour will turn to grey, which means that no filter is not applied:

[[File:S1.png|border|900px]]

<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.

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