From the Campaignsform ( Campaigns> Periodic> Marketing automation), click Functions> Mass create quotationsto access the Select templateform.

In the Group IDfield, select template group. For more information about template groups, see About quotation templates.

In the Template namefield, select template. For more information about templates, see About quotation templates.

In the Method of calculationfield, select which prices you want to use for the quotations. Based on current valuesgives you the prices on the item card, and Based on template valuesgives you the prices on the selected quotation template.

In the Expiry datefield, select the expiration date for the quotations. The default value in this field is determined by the number of days that you define in the Expiry daysfield on the Parametersform.

Click the Selectbutton to modify and filter the query that generates the quotations.

Note
You can filter the contacts by using the Title, VIPand Direct mailfields to select the relevant contacts. If no contacts are selected or filtered, sales quotations for the customer or business relation are sent to all contacts who are associated with this customer or business relation. If no contacts are associated with the customer or business relation, no sales quotations are created.