For multiple quotes to be sent via the document bulk send, there needs to be a way to have varying expiration dates for each quote/document. Each document should be fully customizable individually. The expiration date is just as important as the price and line items and makes the software very clunky and more difficult and time consuming for the document producer and customer. The result is just downloading the quotes to PDF and sending without the (only) good feature which is the visibility and analytics. I am not trying to send a customer 5 separate emails for different options/expirations. Hopefully it is just me and there is a way to do this.
For multiple quotes to be sent via the document bulk send, there needs to be a way to have varying expiration dates for each quote/document. Each document should be fully customizable individually. The expiration date is just as important as the price and line items and makes the software very clunky and more difficult and time consuming for the document producer and customer. The result is just downloading the quotes to PDF and sending without the (only) good feature which is the visibility and analytics. I am not trying to send a customer 5 separate emails for different options/expirations. Hopefully it is just me and there is a way to do this.