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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]
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-====== REQUESTS / QUOTES ====== 
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-We have improved **workflow** in Requests/Quotes panel by adding a few new functionalities. 
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-[{{ :leon:sales:sending contract.png?200|Sending sales document to the client}}] 
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-  - 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. 
-  - 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. 
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updates/requests-quotes-new-features-and-modifications-have-been-implemented.txt · Last modified: 2019/05/15 09:23 by bartek