How to Combine Multiple Quotes Linked to the Same Record Into a Single PDF for Approval and Signature

In Jestor, when a record has several quotes linked to it — such as proposals from different suppliers for the same purchase — the AI-generated PDF report can bring all of them together into a single document, ready for internal approval or signature.

Why combine multiple quotes into a single document?

A manager who doesn't want to access the system can receive a single PDF summarizing each option, approve it right there, or sign it through a formal process like DocSign.

What can the purchasing report include?

Element	Description
Linked quotes	All suppliers linked to the same purchase record, with value and details
Signature area	Added automatically when requested
Specific instructions	Organized for readability or visual style as defined in the request
Corrected fields	Expiration date or other data adjusted in a correction request, without redoing the PDF

How to request a purchasing report with multiple quotes?

Open the PDF Maker field on the purchase record.
Describe what you need, such as "purchasing report with a signature area for the board."
The AI builds the document using the quotes already linked to that purchase.
Review the generated PDF and request specific adjustments in the same field, if needed.

Why choose Jestor for approval workflows?

Jestor connects quotes, approvals, and report generation within the same record, so a purchase with several suppliers doesn't require jumping between spreadsheets just to summarize what's under review before the decision.

Can a single PDF bring together quotes from more than one supplier?

Yes, Jestor's AI can pull all the quotes linked to the same record into a single report.

Can I add a signature area to the generated PDF?

Yes, just describe that you need a signature area and the AI includes it in the report.

Can I fix information that was missing after the PDF has already been generated?

Yes, you can ask the AI to add or correct fields, such as an expiration date, in a new version.

Video Tutorial: Step by Step

Check out more practical tutorials on Jestor's YouTube channel.

Get to know Jestor

With Jestor, purchase approvals, linked quotes, and PDF generation live in the same record, all without code.

Get to know Jestor at jestor.com and see how to take your operation's efficiency to a new level.

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