Difference between revisions of "Quotes list"

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=='''Open quote'''==
 
=='''Open quote'''==
  
If you click any quote name in the list, you will open the '''<U>[[Quote details page|Quote details]]</U>''' page:
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If you click any quote name in the list, you will open the '''<U>[[Quote details section|Quote details]]</U>''' page:
  
 
[[file:Quote name and client clicking.png|border|1100px]]
 
[[file:Quote name and client clicking.png|border|1100px]]

Revision as of 15:03, 2 September 2022

Quotes page: http://cloud.protemos.com/quote/index


On the Quotes page you can:

— Create new quotes.

— View the list of quotes and search quotes with filters.

— Open each quote for editing.

— Export the list of all quotes to Excel.

Create quote

You can create a quote by clicking the "New quote" button in the Quotes menu:

New quote.png

Or go to Quotes page and press the "New quote" button:

New quotes from.png

Both of these actions will bring you to the New quote page. For more details, please see the Create quote page.

You may also create Protemos quotes from SmartCAT projects by clicking the "New quote from SmartCAT" button. The button is only visible if you've enabled SmartCAT integration for your account.

For more detailed instructions, please see the Create Protemos quotes from SmartCAT projects section.

Search quotes with filters

By default, you can see all the quotes in your database, 50 per page.

If you want to hide or display some quotes from the list, you may apply filters.

You can hide or display filter fields by pressing the Filter arrow gray.jpg button in the upper right corner.

Quote filters1.png

So you can enter the data into the appropriate fields and press "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by pressing the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by pressing Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button.

The header colour will turn to grey, which means that no filter is not applied:

S1.png

Open quote

If you click any quote name in the list, you will open the Quote details page:

Quote name and client clicking.png

And you can also go to a client profile right from this page by clicking on the client's name.

Export to Excel

You can export all the displayed table of quotes to Excel by pressing the "Export to Excel" button over the upper right corner of the table:

Quote export to exel.png