It is only possible to add one quotation per deal in Teamleader, but you can offer multiple options to your client by following the next steps:


1. Edit your template

The first thing you need to do is edit your template. To do so, navigate to Settings > Document layout > Setup now > Quotations. By default, the shortcode $SUBTITLE$ will be added to the template. You'll need to add $SUBTITLE_TOTAL$ as well to create the example shown below:


This way, you'll see the subtitles of your products and the sum of all products under one subtitle.


Note:

Shortcode $SUBTITLE_TOTAL$ needs to be on the same line as shortcode $SUBTITLE$, above your products. It cannot be placed below products.

You only need to complete this step once, as this template will be used for all future quotations.

Next, upload the template to Teamleader and proceed to step two .


2. Create your quotation

Navigate to a deal and create your quotation. Add the products to your quotation and divide the different options via subtitles. You can add a subtitle by clicking the two T's next to your product:



Your product list will then look like this:



On the following screen, click Advanced options and enable the slider ‘Hide grand total’.



This way, the total sum of your options will not be shown - only the subtotals of your different options.


3. Send your quotation

Next, click Actions > Send quotation to send the quotation to your potential client.


4. Feedback of the client

Your client will now check the quotation online and inform you which option he/she would like to choose. This can easily be done via the ‘Feedback’ button in Cloudsign.


5. Adapt and resend your quotation

Edit the quotation according to your client's feedback and resend the quotation. This time, however, you'll want to disable the ‘Hide grand total’ slider under ’Advanced options’, as you now want to display the total sum.