Difference between revisions of "Quote details section"
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[[File:Quote details.3.png|border|1070px]] | [[File:Quote details.3.png|border|1070px]] | ||
| − | + | Click '''"More actions"''' to clone, update or delete it: | |
[[File:Quote details more actions.png|border|1070px]] | [[File:Quote details more actions.png|border|1070px]] | ||
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[[File:11 urg.png|border|150px]] | [[File:11 urg.png|border|150px]] | ||
| − | Having entered all the necessary tags, | + | Having entered all the necessary tags, click "Save" to apply them: |
[[File:1 save update pr tags list.png|border|250px]] | [[File:1 save update pr tags list.png|border|250px]] | ||
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[[File:Ot 1.png|900px]] | [[File:Ot 1.png|900px]] | ||
| − | To delete tags, go to the project page and | + | To delete tags, go to the project page and click the "Update tags" button, and click the cross next to the tag name and click "Save" to confirm changes: |
[[File:Update delete tags.png|border|280px]] | [[File:Update delete tags.png|border|280px]] | ||
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In the '''Messages''' field you can communicate with a client for whom the quote was created '''(if they use the Client Portal and can log in to the system)'''. | In the '''Messages''' field you can communicate with a client for whom the quote was created '''(if they use the Client Portal and can log in to the system)'''. | ||
| − | Enter your message and | + | Enter your message and click the '''"Send"''' button: |
[[File:Quote message.png|border|500px]] | [[File:Quote message.png|border|500px]] | ||
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[[File:Quote reply message.png|border|500px]] | [[File:Quote reply message.png|border|500px]] | ||
| − | By | + | By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective quote. |
<span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them. | <span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them. | ||
Revision as of 09:29, 13 September 2022
General information
On this page, you will find general data about a particular quote.
Here you can send the quote, mark it as sent, download it as a PDF file, and create the Smartcat project based on this quote or link it with an existing one:
Click "More actions" to clone, update or delete it:
Add tags to quotes
You can add tags for quotes to identify, categorize, and specify them, etc.
To do so, click the "Add tags" button:
It brings you to the Update tags list page.
Type a name for this tag and click the "Enter" key, or confirm it by clicking on the tag name that appeared in the drop-down list:
Having entered all the necessary tags, click "Save" to apply them:
You can review all quotes that have a certain tag added by clicking on the tag name:
Next time, when adding tags to another quote, you will see all the tags you've already added in the drop-down list.
So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available:
When quotes are tagged, you can easily find them by using filters.
To delete tags, go to the project page and click the "Update tags" button, and click the cross next to the tag name and click "Save" to confirm changes:
Expire at
You can add the "Expire at" date for the client to know until what time the quote is valid.
The client can see it on the quote page (if they are registered):
Or in the PDF file of the quote:
Messages
In the Messages field you can communicate with a client for whom the quote was created (if they use the Client Portal and can log in to the system).
Enter your message and click the "Send" button:
A client will get an email when a message is sent to them.
The same applies to the responsible quote manager, they will get emails when a client sends a message.
You can read the message and reply straight from the email:
By clicking "Reply to this message", you will be redirected to the "Messages" field of the respective quote.
Tip: If your client cannot log in to the system, you can use the "Messages" field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.
You also can communicate with clients on other objects. Please check the "Messages" page for more details.
Back to the table of contents.
