Create quote request - Revision history

Andrii at 11:09, 15 September 2022

2022-09-15T11:09:54Z

Aleksandra.d at 07:31, 18 November 2020

2020-11-18T07:31:13Z

Aleksandra.d at 13:06, 28 May 2020

2020-05-28T13:06:38Z

Aleksandra.d: Aleksandra.d moved page 2. Create quote request to Create quote request

2020-05-28T09:24:54Z

Aleksandra.d moved page 2. Create quote request to Create quote request

Aleksandra.d at 09:07, 28 May 2020

2020-05-28T09:07:34Z

Aleksandra.d: Created page with "link=Client quick start guide Back to the '''Client quick Start Guide''' main page. 1. Press the '''Quotes''' menu on the top panel and then click..."

2020-05-28T09:04:26Z

Created page with "link=Client quick start guide Back to the '''Client quick Start Guide''' main page. 1. Press the '''Quotes''' menu on the top panel and then click..."

New page

[[File:Redirect.jpg|40px|link=Client quick start guide]] Back to the '''Client quick Start Guide''' main page.

1. Press the '''Quotes''' menu on the top panel and then click '''"New quote request"''':

[[File:5 quote request.png|border|150px]]

Or you can go to the '''Quote requests''' list and press the '''"New quote request"''' button:

[[File:6 quote request list.png|border|900px]]

In both cases, it will open the '''New quote request''' page where you can specify all the basic details for the request and upload files if necessary:

[[File:7 save.png|border|800px]]

2. Record the request with the '''"Save"''' or '''"Save & Send"''' buttons.

If you press '''"Save & Send"''', the manager will get the corresponding notification and you will not be able to update the quote request.

If you press '''"Save"''', you can send, update, clone, delete the quote request and manage input files by pressing the corresponding buttons:

[[File:Quote request details 2 .png|border|800px]]

3. If the manager confirms your quote request, they can convert it to the quote and send it to you.

You get the corresponding notification and can check all the quote details: general information, payment details, taxes, deadline, etc.:

[[File:S1creenshot 1.png|border|1000px]]

[[File:Screenshot 22.png|border|1000px]]

[[File:Screenshot 33.png|border|1000px]]

[[File:Taxes taxes.png|border|1000px]]

4. You can accept, reject, and download the quote as PDF by pressing the corresponding buttons:

[[File:Edited Screenshot 1.png|border|1000px]]

If you accept the quote, the manager will get the corresponding notification. You and your manager can convert the quote into the project by pressing the '''"Create project"''' button:

[[File:Screenshot 5.png|border|1000px]]

[[File:Redirect.jpg|40px|link=Client quick start guide]] Back to the '''Client quick Start Guide''' main page.

← Older revision		Revision as of 07:31, 18 November 2020
Line 24:		Line 24:

	You get the corresponding notification and can check all the quote details: general information, payment details, taxes, deadline, etc.		You get the corresponding notification and can check all the quote details: general information, payment details, taxes, deadline, etc.
−
−	~~For more information, check our [[Client_user_manual#Create new quote request\|wiki page]] or our video tutorial — [[File:YT client.png\|40px\|link=]]~~

	[[File:Redirect.jpg\|40px\|link=Client quick start guide]] Back to the '''Client quick Start Guide''' main page.		[[File:Redirect.jpg\|40px\|link=Client quick start guide]] Back to the '''Client quick Start Guide''' main page.

@@ Line 1: / Line 1: @@
 [[File:Redirect.jpg|40px|link=Client quick start guide]] Back to the '''Client quick Start Guide''' main page.
-. Press the '''Quotes''' menu on the top panel and then click '''"New quote request"''':
+. Click the '''Quotes''' menu on the top panel and then click '''"New quote request"''':
 [[File:5 quote request.png|border|150px]]
-Or you can go to the '''Quote requests''' list and press the '''"New quote request"''' button:
+Or you can go to the '''Quote requests''' list and click the '''"New quote request"''' button:
 [[File:6 quote request list.png|border|900px]]
@@ Line 15: / Line 15: @@
 . Record the request with the '''"Save"''' or '''"Save & Send"''' buttons.
-If you press '''"Save & Send"''', the manager will get the corresponding notification and you will not be able to update the quote request.
+If you click '''"Save & Send"''', the manager will get the corresponding notification and you will not be able to update the quote request.
-If you press '''"Save"''', you can send, update, clone, delete the quote request and manage input files by pressing the corresponding buttons:
+If you click '''"Save"''', you can send, update, clone, delete the quote request and manage input files by clicking the corresponding buttons:
 [[File:Quote request details 2 .png|border|800px]]

@@ Line 23: / Line 23: @@
 . If the manager confirms your quote request, they can convert it to the quote and send it to you.
-You get the corresponding notification and can check all the quote details: general information, payment details, taxes, deadline, etc.:
+You get the corresponding notification and can check all the quote details: general information, payment details, taxes, deadline, etc.
 [[File:Redirect.jpg|40px|link=Client quick start guide]] Back to the '''Client quick Start Guide''' main page.

← Older revision	Revision as of 09:24, 28 May 2020
(No difference)

@@ Line 9: / Line 9: @@
 [[File:6 quote request list.png|border|900px]]
-In both cases, it will open the '''New quote request''' page where you can specify all the basic details for the request and upload files if necessary:
+Specify all the basic details for the request and upload files if necessary:
 [[File:7 save.png|border|800px]]
@@ Line 24: / Line 24: @@
 You get the corresponding notification and can check all the quote details: general information, payment details, taxes, deadline, etc.:
 [[File:Redirect.jpg|40px|link=Client quick start guide]] Back to the '''Client quick Start Guide''' main page.