{"id":6315,"date":"2025-06-15T09:50:10","date_gmt":"2025-06-15T02:50:10","guid":{"rendered":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/?p=6315"},"modified":"2025-11-14T14:42:21","modified_gmt":"2025-11-14T07:42:21","slug":"quotation_bulksendtocustomer","status":"publish","type":"post","link":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/","title":{"rendered":"Quotation – Bulk Send to Customer"},"content":{"rendered":"

Introduction to SKYBIZ Quotation<\/strong><\/h4>\n

A quotation<\/strong> in accounting and business refers to a formal document provided by a seller to a potential buyer, outlining the estimated costs, terms, and conditions for supplying goods or services. It typically includes details such as product descriptions, quantities, unit prices, total costs, payment terms, delivery timelines, and validity periods. A quotation serves as an offer that, once accepted by the buyer, can lead to a sales order or contract. It plays a key role in setting clear expectations between the buyer and seller and helps ensure transparency and accuracy in financial transactions.<\/p>\n

\n

How to Bulk Send a Quotation to a Customer?<\/strong><\/h4>\n

Step 1:<\/strong> To bulk send a quotation to your customers, navigate to Sales <\/b>> Quotation<\/strong><\/p>\n

\"\"<\/a><\/p>\n

Step 2:<\/strong>\u00a0Click the\u00a0Listing<\/strong> button on the bottom right to view all quotations<\/p>\n

\"\"<\/a><\/p>\n

Step 3:<\/strong> Tick the Bulk Email checkbox<\/strong>, then select the Quotation document you want to bulk send. After that, click the Send Bulk<\/strong> Email <\/b>button.<\/p>\n

\"\"<\/a><\/p>\n

Step 4:<\/strong> Select the document format, then click the Email <\/b>button to continue to bulk send the quotation document to your customers.<\/p>\n

\"\"<\/a><\/p>\n

\n

Conclusion<\/strong><\/h4>\n

In conclusion, a quotation<\/strong> is a critical document in the sales process that establishes clear communication between a seller and a potential buyer regarding pricing, terms, and conditions. By providing accurate and detailed quotations, businesses can ensure transparency, avoid misunderstandings, and lay the groundwork for smooth and successful transactions. Proper management of quotations not only supports efficient sales operations but also contributes to accurate financial planning and customer satisfaction.<\/p>\n

\n

Powered By<\/strong>:\u00a0SKYBIZ \u00ae<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Introduction to SKYBIZ Quotation A quotation in accounting and business refers to a formal document provided by a seller to a potential buyer, outlining the estimated costs, terms, and conditions for supplying goods or services. It typically includes details such as product descriptions, quantities, unit prices, total costs, payment terms, delivery timelines, and validity periods. ..<\/p>\n

<\/div>\n

Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[108],"tags":[],"class_list":["post-6315","post","type-post","status-publish","format-standard","hentry","category-0301-quotation"],"yoast_head":"\nQuotation - Bulk Send to Customer - SKYBIZ Cloud ERP Support<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quotation - Bulk Send to Customer - SKYBIZ Cloud ERP Support\" \/>\n<meta property=\"og:description\" content=\"Introduction to SKYBIZ Quotation A quotation in accounting and business refers to a formal document provided by a seller to a potential buyer, outlining the estimated costs, terms, and conditions for supplying goods or services. It typically includes details such as product descriptions, quantities, unit prices, total costs, payment terms, delivery timelines, and validity periods. ..Read more\" \/>\n<meta property=\"og:url\" content=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/\" \/>\n<meta property=\"og:site_name\" content=\"SKYBIZ Cloud ERP Support\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-15T02:50:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-14T07:42:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/quotation_create1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"327\" \/>\n\t<meta property=\"og:image:height\" content=\"411\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Technical 1\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Technical 1\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/\"},\"author\":{\"name\":\"Technical 1\",\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/#\\\/schema\\\/person\\\/fbf8363b58da4cbb4f5387de1113725c\"},\"headline\":\"Quotation – Bulk Send to Customer\",\"datePublished\":\"2025-06-15T02:50:10+00:00\",\"dateModified\":\"2025-11-14T07:42:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/\"},\"wordCount\":258,\"image\":{\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/quotation_create1.png\",\"articleSection\":[\"0301. Quotation\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/\",\"url\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/\",\"name\":\"Quotation - Bulk Send to Customer - SKYBIZ Cloud ERP Support\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/quotation_create1.png\",\"datePublished\":\"2025-06-15T02:50:10+00:00\",\"dateModified\":\"2025-11-14T07:42:21+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/#\\\/schema\\\/person\\\/fbf8363b58da4cbb4f5387de1113725c\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/#primaryimage\",\"url\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/quotation_create1.png\",\"contentUrl\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/wp-content\\\/uploads\\\/2025\\\/06\\\/quotation_create1.png\",\"width\":327,\"height\":411},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/quotation_bulksendtocustomer\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Quotation – Bulk Send to Customer\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/#website\",\"url\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/\",\"name\":\"SKYBIZ Cloud ERP Support\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/#\\\/schema\\\/person\\\/fbf8363b58da4cbb4f5387de1113725c\",\"name\":\"Technical 1\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/4ce674a0c926e5113604f7e88376c6daaa9444ad11c917d25ce40c79ad6602d8?s=96&d=blank&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/4ce674a0c926e5113604f7e88376c6daaa9444ad11c917d25ce40c79ad6602d8?s=96&d=blank&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/4ce674a0c926e5113604f7e88376c6daaa9444ad11c917d25ce40c79ad6602d8?s=96&d=blank&r=g\",\"caption\":\"Technical 1\"},\"url\":\"https:\\\/\\\/aisupport.skybizglobal.com\\\/skybizclouderp\\\/author\\\/technical1\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Quotation - Bulk Send to Customer - SKYBIZ Cloud ERP Support","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"Quotation - Bulk Send to Customer - SKYBIZ Cloud ERP Support","og_description":"Introduction to SKYBIZ Quotation A quotation in accounting and business refers to a formal document provided by a seller to a potential buyer, outlining the estimated costs, terms, and conditions for supplying goods or services. It typically includes details such as product descriptions, quantities, unit prices, total costs, payment terms, delivery timelines, and validity periods. ..Read more","og_url":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/","og_site_name":"SKYBIZ Cloud ERP Support","article_published_time":"2025-06-15T02:50:10+00:00","article_modified_time":"2025-11-14T07:42:21+00:00","og_image":[{"width":327,"height":411,"url":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/quotation_create1.png","type":"image\/png"}],"author":"Technical 1","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Technical 1","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/#article","isPartOf":{"@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/"},"author":{"name":"Technical 1","@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/#\/schema\/person\/fbf8363b58da4cbb4f5387de1113725c"},"headline":"Quotation – Bulk Send to Customer","datePublished":"2025-06-15T02:50:10+00:00","dateModified":"2025-11-14T07:42:21+00:00","mainEntityOfPage":{"@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/"},"wordCount":258,"image":{"@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/#primaryimage"},"thumbnailUrl":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/quotation_create1.png","articleSection":["0301. Quotation"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/","url":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/","name":"Quotation - Bulk Send to Customer - SKYBIZ Cloud ERP Support","isPartOf":{"@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/#website"},"primaryImageOfPage":{"@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/#primaryimage"},"image":{"@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/#primaryimage"},"thumbnailUrl":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/quotation_create1.png","datePublished":"2025-06-15T02:50:10+00:00","dateModified":"2025-11-14T07:42:21+00:00","author":{"@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/#\/schema\/person\/fbf8363b58da4cbb4f5387de1113725c"},"breadcrumb":{"@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/#primaryimage","url":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/quotation_create1.png","contentUrl":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-content\/uploads\/2025\/06\/quotation_create1.png","width":327,"height":411},{"@type":"BreadcrumbList","@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/quotation_bulksendtocustomer\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/"},{"@type":"ListItem","position":2,"name":"Quotation – Bulk Send to Customer"}]},{"@type":"WebSite","@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/#website","url":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/","name":"SKYBIZ Cloud ERP Support","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/#\/schema\/person\/fbf8363b58da4cbb4f5387de1113725c","name":"Technical 1","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/4ce674a0c926e5113604f7e88376c6daaa9444ad11c917d25ce40c79ad6602d8?s=96&d=blank&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/4ce674a0c926e5113604f7e88376c6daaa9444ad11c917d25ce40c79ad6602d8?s=96&d=blank&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/4ce674a0c926e5113604f7e88376c6daaa9444ad11c917d25ce40c79ad6602d8?s=96&d=blank&r=g","caption":"Technical 1"},"url":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/author\/technical1\/"}]}},"_links":{"self":[{"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/posts\/6315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/comments?post=6315"}],"version-history":[{"count":5,"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/posts\/6315\/revisions"}],"predecessor-version":[{"id":6324,"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/posts\/6315\/revisions\/6324"}],"wp:attachment":[{"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/media?parent=6315"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/categories?post=6315"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aisupport.skybizglobal.com\/skybizclouderp\/wp-json\/wp\/v2\/tags?post=6315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}