Difference between revisions of "Сreate quotes"
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2. Enter quote info (language, deadline etc) and click Create. | 2. Enter quote info (language, deadline etc) and click Create. | ||
| − | 3. Upload the files you received from the client (if any). | + | 3.Upload the files you received from the client (if any). |
| − | [[File:upload the files for the quotes.jpg| | + | [[File:upload the files for the quotes.jpg|1200px]] |
4. Enter Receivables to indicate the amount to be charged from the client. | 4. Enter Receivables to indicate the amount to be charged from the client. | ||
| + | |||
| + | [[File:new receivable button.jpg|1200px]] | ||
5. Check if everything is ok and press Send to send the quote to 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. | + | [[File:send quote.jpg|1200px]] |
| + | |||
| + | 6. If the client accepts, you may press "'''Convert to project'''" button to continue working on project. | ||
| + | |||
| + | [[File:convert quote to project.jpg|1200px]] | ||
| − | If they reject, click Reject button to remember that rejection. | + | If they reject, click "'''Reject'''" button to remember that rejection. |
| + | [[File:reject quote.jpg|1200px]] | ||
For more info on quotes, please see our [[Quotes|''' wiki pages''']]. | For more info on quotes, please see our [[Quotes|''' wiki pages''']]. | ||
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| + | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page | ||
Revision as of 17:04, 28 July 2017
Back to the Quick Start Guide main page
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.
Back to the Quick Start Guide main page
