Difference between revisions of "Multi-quotes"

Revision as of 11:02, 18 June 2020

Multi-quotes page:

Multi-quote is a potential project with several options, consisted of several quotes.

On the Multi-quotes page you can:

— Create new multi-quotes.

— View the list of multi-quotes and search multi-quotes with filters.

— Open each multi-quote for editing.

Create new multi-quote

To create a multi-quote, you need to create single quotes first.

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

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

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

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Then press the "Add option quotes" button:

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Select the needed ones, and press "Add selected quotes":

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

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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.