Info: If you don't currently have a Multi-Quote template, contact us using QV support or our Live Chat feature. Please have your PDF design ready and we can add it to your system for you.
Note: Ensure you have an existing Relationship and Opportunity for the customer you wish to send a Multi-Quote to. Also ensure that the opportunity has multiple quotes
Click ‘Relationships’ in the menu bar.
Click the Edit Pencil on the Relationship of your choice.
Click the ‘Create Quote’ button.
The following menu will be displayed
Select which Quotes you wish to include, then select your Multi-Quote document type and template: Here you can see a preview of what your Multi-Quote will look like.
When you are ready, click ‘Save’. The document will be displayed under the ‘Documents’ dropdown on the Opportunity page.
You are now ready to send your Multi-Quote to your customer!
Note: You are able to click the email button on the right hand side of the document to email this.