Send quote - Revision history

Andrii at 07:32, 13 September 2022

2022-09-13T07:32:14Z

2022-09-02T07:04:14Z

‎Add and remove recipients

2021-08-05T12:03:56Z

‎Date, time and cost of delivery

2021-08-05T12:01:40Z

‎General information

2021-08-05T12:01:27Z

‎General information

2021-04-16T08:38:52Z

2021-01-27T07:06:51Z

2020-06-22T06:39:31Z

‎General information

2020-03-20T07:46:55Z

‎General information

2019-08-15T13:20:44Z

‎Default recipient

@@ Line 4: / Line 4: @@
 You can send a quote to your client right from the system.
-To do so, open the necessary quote and press the '''"Send"''' button:
+To do so, open the necessary quote and click the '''"Send"''' button:
-'''If you press the "Mark as send" button, clients will not get emails, but this way you can move the quote to the next status.'''
+'''If you click the "Mark as send" button, clients will not get emails, but this way you can move the quote to the next status.'''
 [[File:Quote details 1.png|border|700px]]
-It will display the '''Send quote''' page where you can send the quote to the customer: check information, amend if needed, and press the '''"Send"''' button.
+It will display the '''Send quote''' page where you can send the quote to the customer: check information, amend if needed, and click the '''"Send"''' button.
 [[File:Send quote page.png|border|1000px]]

@@ Line 71: / Line 71: @@
 [[File:Client contacts tab.png|border|1000px]]
-It will open the '''<U>[[Client contact person update|Update contact person]]</U>''' page.
+It will open the '''<U>[[Update contact person]]</U>''' page.
 Unmark the '''"Active"''' checkbox and confirm it with the '''"Update"'''  button:

@@ Line 28: / Line 28: @@
 As you can see, the system automatically adds the date, time and cost of potential project delivery to the email:
-[[file:Send quote time and cost.png|border|700px]]
+[[file:Quote deliver.png|border|1000px]]
 =='''Edit contact '''==

@@ Line 12: / Line 12: @@
 It will display the '''Send quote''' page where you can send the quote to the customer: check information, amend if needed, and press the '''"Send"''' button.
-[[File:Send qoute page.png|border|1000px]]
+[[File:Send quote page.png|border|1000px]]
 <span style="color:red"> '''Note:''' </span> the quote cannot be sent if this quote represents a single option in a <U>'''[[Multi-quotes|multi-quote]]'''</U>.

@@ Line 12: / Line 12: @@
 It will display the '''Send quote''' page where you can send the quote to the customer: check information, amend if needed, and press the '''"Send"''' button.
-[[File:Send qoute page.png|border|900px]]
+[[File:Send qoute page.png|border|1000px]]
 <span style="color:red"> '''Note:''' </span> the quote cannot be sent if this quote represents a single option in a <U>'''[[Multi-quotes|multi-quote]]'''</U>.

← Older revision		Revision as of 08:38, 16 April 2021
Line 78:		Line 78:

	The contact person will not appear in the drop-down list when sending a quote next time.		The contact person will not appear in the drop-down list when sending a quote next time.
		+
		+	[[File:Redirect.jpg\|40px\|link=Send quote]] Back to the '''table of contents'''.

← Older revision		Revision as of 07:06, 27 January 2021
Line 5:		Line 5:

	To do so, open the necessary quote and press the '''"Send"''' button:		To do so, open the necessary quote and press the '''"Send"''' button:
		+
		+	'''If you press the "Mark as send" button, clients will not get emails, but this way you can move the quote to the next status.'''

	[[File:Quote details 1.png\|border\|700px]]		[[File:Quote details 1.png\|border\|700px]]

← Older revision		Revision as of 06:39, 22 June 2020
Line 11:		Line 11:

	[[File:Send qoute page.png\|border\|900px]]		[[File:Send qoute page.png\|border\|900px]]
		+
		+	<span style="color:red"> '''Note:''' </span> the quote cannot be sent if this quote represents a single option in a <U>'''[[Multi-quotes\|multi-quote]]'''</U>.

	=='''Carbon copy'''==		=='''Carbon copy'''==

@@ Line 51: / Line 51: @@
 [[File:Quote with cl contact.png|border|600px]]
-<span style="color:red">'''Note:'''</span> If you define a contact person on the client side when '''<U>[[Create quote|creating a quote]]</U>''', this contact person will be displayed on a PDF file of the quote.
+<span style="color:red">'''Note:'''</span> If you define a contact person on the client side when '''<U>[[Create quote|creating a quote]]</U>''', this contact person will be displayed on the PDF file of the quote.
 =='''Add and remove recipients'''==