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      Create, Decline and Drop Multiple Quotes in One Email

      The multi-quote feature allows you to create, drop and decline multiple options in a single action and communicate these changes in one consolidated email.

      1. Creating and Sending a Multi-quote
      2. Declining and Dropping Quotes From a Multi-quote

      1. Creating and Sending a Multi-quote


      Follow the steps below to create a multi-quote and send the quote options in a single email.

      1. Create a Booking in the Sales Module and Save it.

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      2. Once saved, click on the Create Version button at the top right of the page. This creates a new version of the same booking.

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      3. In the new version of the Booking, change the Airport and/or the Airports. Once you are satisfied with the result Save the new Booking.
      4. You can repeat the steps as many times as many needed, and you can also create a version of any previously created versions
      5. Once you are satisfied with all versions created, click on the Multi-quote in the workflow

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      6. In the Quote email, all non-cancelled versions that you created are listed as Options with their related trip information: aircraft, itinerary, and pricing. The options are listed in order of increasing Total Price.
      7. The attached Quote PDF also includes all info on all versions.

      8. When the customer replies to the Multi-quote, the responses are allocated to all versions of the quote.
      9. Once the customer selected one of the versions, you will have to first Decline then Drop the unused versions with a reason. Adding a Decline reason is mandatory

       

      2. Declining and Dropping Quotes From a Multi-quote

       

      Using the multi-quote feature you can drop or decline multiple options and communicate these changes in one consolidated email.

      1. Open the Multi-quote you need to adjust.
      2. Depending on the quote's status, select the drop or decline option.
        1. Decline: For use before the quote has reached the "Quoted" status.
        2. Drop: For use after the quote has been "Quoted" but before it is marked as "Booked."
      3. In the Quote email, use the check boxes in the "Selected quotes" section to determine which options you wish to decline or drop.
      4. Click "Send & Decline" or "Send & Drop" to send your changes in a single email, or 
        for users with the Avinode integration, use the "via Avinode" button to update Avinode in realtime.

        Multiquote decline