Difference between revisions of "Create quote"
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[[File:Quotes menu new quote.png|border|150px]] | [[File:Quotes menu new quote.png|border|150px]] | ||
| − | 2. Or you may go to '''Quotes ⇾ Quotes list''' | + | 2. Or you may go to '''Quotes ⇾ Quotes list''', and press the '''"New quote"''' button |
| − | [[File:New quotes from.png|border| | + | [[File:New quotes from.png|border|900px]] |
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In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote: | In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote: | ||
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3. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any: | 3. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any: | ||
| − | [[File: | + | [[File:FILES.png|border|900px]] |
More info '''<U>[[Quote files section|here]]</U>'''. | More info '''<U>[[Quote files section|here]]</U>'''. | ||
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4. Then you may upload CAT log files or enter them manually if needed: | 4. Then you may upload CAT log files or enter them manually if needed: | ||
| − | [[File: | + | [[File:Calogs.png|border|900px]] |
More info '''<U>[[Quote CAT logs section|here]]</U>'''. | More info '''<U>[[Quote CAT logs section|here]]</U>'''. | ||
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5. Enter receivables to indicate the amount to be charged from the client: | 5. Enter receivables to indicate the amount to be charged from the client: | ||
| − | [[File: | + | [[File:New receivables.png|border|1000px]] |
More info '''<U>[[Quote receivables section|here]]</U>'''. | More info '''<U>[[Quote receivables section|here]]</U>'''. | ||
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6. In the '''Taxes''' section you can include taxes to the quote so that your client can see how much you are going to charge them with taxes included: | 6. In the '''Taxes''' section you can include taxes to the quote so that your client can see how much you are going to charge them with taxes included: | ||
| − | [[File: | + | [[File:1Taxes.png|border|1000px]] |
More info '''<U>[[Quote taxes section|here]]</U>'''. | More info '''<U>[[Quote taxes section|here]]</U>'''. | ||
Revision as of 15:29, 4 March 2020
New quote page: https://cloud.protemos.com/quote/create
New quote
There are two ways to create a quote:
1. Press the Quotes menu on the top panel and then click New quote:
2. Or you may go to Quotes ⇾ Quotes list, and press the "New quote" button
In both cases, it will open the New quote page where you can specify all basic details for the quote:
Confirm all details with the "Create" or revoke with the "Cancel" button.
3. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any:
More info here.
4. Then you may upload CAT log files or enter them manually if needed:
More info here.
5. Enter receivables to indicate the amount to be charged from the client:
More info here.
6. In the Taxes section you can include taxes to the quote so that your client can see how much you are going to charge them with taxes included:
More info here.
7. Check if everything is correct and press "Send" to send the quote to the client or Mark as sent (the client will not get any notifications):
More info here.
