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One Estimate - Multiple Customers

edited Dec 23, 2019 10:46PM in Accounting / ERP

We send the same Estimate to various contractors on a fairly regular basis for tender purposes.

What we have done in the past is create one estimate to a Customer record called "To ALL Biding Contractors". Then we would email that out to each of the customers from Outlook and just BCC them all so they wouldn't know who all was biding.

Instead of doing "Make Copy" and changing the customer record and then send it from NS, does anyone have an alternate yet quick way to handle this?

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