Bulk creation of multiple quotes from a template for your contracts provides several advantages, particularly in terms of productivity, consistency, and resource management.
If you need to handle multiple projects or clients, simultaneous quote creation allows you to quickly respond to a high volume of requests.
All quotes follow a standardized format, ensuring consistency in both presentation and content.
From the Contacts grid:
Use the Filters button in the Contacts grid to generate a list of clients for whom you want to create a quote, for example filtering by using the label filters.
Select all Contacts by clicking the checkbox at the top of the page.
In the orange bar, select Create Quotes.
Quote to Copy — Search for the template name and select it on the right.
View: Create a quote template
Fill in the remaining details as needed, then click Next.
If necessary, adjust the payment schedule, then click Next.
Confirm the creation of the quotes.
You can now view the generated quotes in the Quotes grid and make any necessary adjustments before sending them to your clients.
