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updates:requests-quotes-new-features-and-modifications-have-been-implemented

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updates:requests-quotes-new-features-and-modifications-have-been-implemented [2019/05/14 11:03]
bartek created
updates:requests-quotes-new-features-and-modifications-have-been-implemented [2019/05/15 09:04]
bartek
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 ====== REQUESTS / QUOTES ====== ====== REQUESTS / QUOTES ======
  
-We have improved **workflow** in Requests/​Quotes panel by adding a few new functionalities.+[{{ :​leon:​sales:​option email template.png?​200|Defining email template for Option}}]
  
-[{{ :​leon:​sales:​sending contract.png?​200|Sending sales document to the client}}]+[{{ :​leon:​sales:​sending contract.png?​200|Charter Agreement sending form}}]
  
-  ​- When creating a quote for **more than 1 aircraft** (or editing downloaded quote from Avinode for 2,3 or more tails), by clicking **QUOTE** button Leon gives you an option to choose for which tail you want to send a quote. Mark an aircraft and Leon will show details of the selected quote. Here you can either send a quote or skip sending quote, however, skipping sending quote will still change quote'​s status to **Quoted** in the main Requests/​Quotes list. +We have improved **workflow** in Requests/​Quotes. We have changed the way of selecting a quote you want to work on now it is the aircraft that represent the selected quotes. 
-  - When sending Charter Agreement document, you can select between aircraft and you can choose **Email template** (once you have defined ​different ​email templates ​in a section Settings > Email Templates for particular sales documents). Here you can also skip sending email and the status of the quote will show as '​Contract sent'. The same applies for **Flight Brief** sending - you can choose an email template and the aircraft.  + 
-  ​Click a button **DOCUMENT** and you can now select between different versions of either Flight Quotation, Charter Agreement or Flight Brief - once **different versions** have been defined & published in Settings > Documents Manager panel. It is also possible to switch between aircraft before printing documents. In the same way works sending documents via email - you can choose the aircraft, select document template and an email template.+ 
 + 
 +  * When creating a quote for **more than 1 aircraft** (or editing downloaded quote from Avinode for 2,3 or more tails), by clicking **QUOTE** button Leon gives you an option to choose for which tail you want to send a quote. Mark an aircraft and Leon will show details of the selected quote. Here you can either send a quote or skip sending quote, however, skipping sending quote will still change quote'​s status to **Quoted** in the main Requests/​Quotes list. The **Form** for sending an email or skipping sendind an email also shows when you select REJECT
 +  ​* By selecting **OPTION** you can choose previously defined **Email template** for options (section Settings > Email templates > Add template ​here you can define default '​FROM',​ 'Reply to', '​CC',​ '​BCC',​ Email subject and Email body). 
 +{{:​leon:​sales:​email template selection.png|}} 
 +  * When sending ​**Charter Agreement** document, you can select between aircraft and you can choose **Email template** (once you have defined ​ email template, ​in a section Settings > Email Templatesfor this document). Here you can also skip sending email and the status of the quote will show as '​Contract sent'. The same applies for **Flight Brief** sending - you can choose an email template and the aircraft. ​ 
 +{{:​leon:​sales:​charter templates selection.png|}} 
 +  ​Click a button **DOCUMENT** and you can now select between different versions of either Flight Quotation, Charter Agreement or Flight Brief - once **different versions** have been defined & published in Settings > Documents Manager panel. It is also possible to switch between aircraft before printing documents. In the same way works sending documents via email - you can choose the aircraft, select document template and an email template.
  
  
updates/requests-quotes-new-features-and-modifications-have-been-implemented.txt · Last modified: 2019/05/15 09:23 by bartek