Difference between revisions of "Quote details section"
From Protemos Wiki
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On this page you’ll find general data about a particular quote. | On this page you’ll find general data about a particular quote. | ||
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| + | Here you can download this quote in PDF format by pressing the '''"Download as PDF"''' button. | ||
| + | |||
| + | <span style="color:red">'''Note:'''</span> If you define a contact person on the client side when '''<U>[[Create quote|creating a quote]]</U>''', they will be displayed on a PDF file of the quote. | ||
Press '''"Actions"''' to see the set of operations that can be performed on this quote. | Press '''"Actions"''' to see the set of operations that can be performed on this quote. | ||
| − | You can send this quote to your client, mark it as sent, convert it to a project | + | You can send this quote to your client, mark it as sent, convert it to a project (begin to create a new project with this quote), cancel, clone, update or delete it. |
| − | |||
| − | (begin to create a new project with this quote), cancel | ||
| − | [[File:Quote | + | [[File:Quote details buttons.png|border|1000px]] |
<span style="color:red">'''Note:'''</span> The '''"Send"''' and '''"Mark as sent"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables section|receivables]]</U>''' entered. | <span style="color:red">'''Note:'''</span> The '''"Send"''' and '''"Mark as sent"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables section|receivables]]</U>''' entered. | ||
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Revision as of 14:40, 12 July 2019
On this page you’ll find general data about a particular quote.
Here you can download this quote in PDF format by pressing the "Download as PDF" button.
Note: If you define a contact person on the client side when creating a quote, they will be displayed on a PDF file of the quote.
Press "Actions" to see the set of operations that can be performed on this quote.
You can send this quote to your client, mark it as sent, convert it to a project (begin to create a new project with this quote), cancel, clone, update or delete it.
Note: The "Send" and "Mark as sent" buttons are not displayed in quotes with no receivables entered.
