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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 09:23] bartek |
====== REQUESTS / QUOTES ====== | ====== REQUESTS / QUOTES ====== |
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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}}] |
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[{{ :leon:sales:sending contract.png?200|Sending sales document to the client}}] | [{{ :leon:sales:sending contract.png?200|Charter Agreement sending form}}] |
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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. | 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 selected aircraft that represents the quote and the quote becomes a default quote for further proceeding. |
- 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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| * 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 Templates, for 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. |
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