Difference between revisions of "Сreate quotes"

Revision as of 15:26, 26 July 2017

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Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project.

The basic steps are as follows:

1. Go to the quotes list page and click New Quote .

2. Enter quote info (language, deadline etc) and click Create.

3. Upload the files you received from the client (if any).

4. Enter Receivables to indicate the amount to be charged from the client.

5. Check if everything is ok and press Send to send the quote to client.

6. If the client accepts, you may press Convert to project button to continue working on project.

If they reject, click Reject button to remember that rejection.

For more info on quotes, please see our wiki pages .