From today on, when selecting multiple clients in the quote builder, you can now send different quotes to each of them, even if they differ in content!
Quote building element
- If we set the selecting building element for multiple clients, then select more than one client, in the quote building element, all possible clients will appear side by side in a tabbed layout.
- The client we select in the Multi-client selector building element is always active, but if we select one tab in the quote building element, the system remembers it and will remain active for the next opening.
- We can manage separate quotes for all selected clients, both for products and email sending.
- If we delete a product, it will always be deleted from the selected client above (in the tabs).
- If we delete all products, it is always done only from the selected client, just as when importing products from Excel, it is imported only for the respective client.
- The document templates and variables used so far automatically adapt to the multi-client quote building element.