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  5. Bundling Multiple Contracts Into One Consolidated Quote

Bundling Multiple Contracts Into One Consolidated Quote

To consolidate multiple quotes:

  • From the main menu navigate to Sales > Quotes.
  • Select the quotes you want to consolidate (must be at least two).
  • From the Actions dropdown select Consolidate Quotes.
NOTE: Only single line item quotes for the same company can be consolidated.

Selecting multiple quotes to consolidate

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