If you have to create similar quotations for many different sales targets, you can mass create the quotations instead of creating them one-by-one. You can do this for sales quotations and project quotations. When you mass create any kind of quotation, you must base the quotation on a quotation template.

All mass created quotations are based on your customer or business relation contacts.

1. Click Accounts receivable> Periodic> Quotation update> Mass create quotations.

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

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

4. 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.

5. 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.

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

   Note
   You can filter the contacts by Title, VIPand Direct mailfields to select the relevant contact persons. 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.