Difference between revisions of "Send quote"

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(Default recipient)
 
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''Quote sending page: [http://cloud.protemos.com/quote/ХХХХ/ http://cloud.protemos.com/quote/ХХХХ] (replace XXXX with a valid number)''
 
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=='''General information'''==
 
=='''General information'''==
  
From this page you can send the quote to the customer: check information, amend if needed, and select the “'''Send'''” button.
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You can send a quote to your client right from the system.
  
[[File:W quotes sending page.jpg|border|840px]]
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To do so, open the necessary quote and click the '''"Send"''' button:
  
=='''Сontact editing'''==
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'''If you click the "Mark as send" button, clients will not get emails, but this way you can move the quote to the next status.'''
  
You may edit client's contacts right from this page.
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[[File:Quote details 1.png|border|700px]]
  
To do that, click the "'''Edit client contacts'''":
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It will display the '''Send quote''' page where you can send the quote to the customer: check information, amend if needed, and click the '''"Send"''' button.
  
[[File:W quotes edit client contacts.jpg|border|440px]]
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[[File:Send quote page.png|border|1000px]]
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<span style="color:red"> '''Note:''' </span> the quote cannot be sent if this quote represents a single option in a <U>'''[[Multi-quotes|multi-quote]]'''</U>.
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=='''Carbon copy'''==
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You may also send a carbon copy of the quote email to the emails of your management team:
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[[File:Quote CC to managers.png|border|400px]]
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You can send CC to managers assigned to the quote and to other managers with the level of '''<U>[[Access rights|access rights]]</U>''' no lower than '''Senior project and client finance manager'''.
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=='''Date, time and cost of delivery'''==
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As you can see, the system automatically adds the date, time and cost of potential project delivery to the email:
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[[file:Quote deliver.png|border|1000px]]
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=='''Edit contact '''==
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You may edit the client's contacts right from this page.
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To do that, click the '''"Edit client contacts"''' link:
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[[File:Quote edit contacts.png|border|600px]]
  
 
For more details, please see the '''<U>[[Client view page – Contact persons tab|Client contact persons tab]]</U>''' page.
 
For more details, please see the '''<U>[[Client view page – Contact persons tab|Client contact persons tab]]</U>''' page.
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=='''Default recipient'''==
 
=='''Default recipient'''==
  
You can live the "'''Contact person'''" field unfilled while creating a quote:
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You can leave the '''Contact person''' field unfilled when creating a quote:
  
[[File:W quote sending without default recipient.jpg|border|440px]]
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[[File:Quote without cl contact.png|border|600px]]
  
 
In this case, the primary user will be the default recipient of the quote.  
 
In this case, the primary user will be the default recipient of the quote.  
  
  
You have the option not to send the quotes to the primary user.
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You have the option not to send quotes to the primary user.
  
 
To do that, just specify a recipient while creating the quote:
 
To do that, just specify a recipient while creating the quote:
  
[[File:W quote specific recipient.jpg|border|440px]]
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[[File:Quote with cl contact.png|border|600px]]
  
=='''Adding and removing recipients'''==
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<span style="color:red">'''Note:'''</span> If you define a contact person on the client side when '''<U>[[Create quote|creating a quote]]</U>''', this contact person will be displayed on the PDF file of the quote.
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=='''Add and remove recipients'''==
  
 
You may select and remove the recipients of quotes before sending the email:
 
You may select and remove the recipients of quotes before sending the email:
  
[[File:W quote adding and removing recipients.jpg|border|440px]]
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[[File:Quote change receipients.png|border|900px]]
  
 
For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.
 
For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.
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If you want to make a contact person disappear from the drop-down lists, please do the following:
 
If you want to make a contact person disappear from the drop-down lists, please do the following:
  
Go to client's profile, select the "'''Contact persons'''" tab and click the "'''Update'''" button on the necessary contact row:
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Go to the client's profile, select the '''Contact persons''' tab and click the '''"Update"''' button in the necessary contact row:
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[[File:Client contacts tab.png|border|1000px]]
  
[[File:W CC tab update button.jpg|border|1000px]]
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It will open the '''<U>[[Update contact person]]</U>''' page.
  
It will open the '''<U>[[Client contact person update|Update contact person]]</U>''' page.
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Unmark the '''"Active"''' checkbox and confirm it with the '''"Update"''' button:
  
[[file:W update cont person page unmark.jpg|border|300px]]  
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[[file:Client contuct unmark Active.png|border|500px]]  
  
Unmark the checkbox "'''Active'''" and confirm it with the "'''Update'''"  button.
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The contact person will not appear in the drop-down list when sending a quote next time.
  
The contact person will not appear in the drop-down list next time you send the quote.
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[[File:Redirect.jpg|40px|link=Send quote]] Back to the '''table of contents'''.

Latest revision as of 09:32, 13 September 2022

General information

You can send a quote to your client right from the system.

To do so, open the necessary quote and click the "Send" button:

If you click the "Mark as send" button, clients will not get emails, but this way you can move the quote to the next status.

Quote details 1.png

It will display the Send quote page where you can send the quote to the customer: check information, amend if needed, and click the "Send" button.

Send quote page.png

Note: the quote cannot be sent if this quote represents a single option in a multi-quote.

Carbon copy

You may also send a carbon copy of the quote email to the emails of your management team:

Quote CC to managers.png

You can send CC to managers assigned to the quote and to other managers with the level of access rights no lower than Senior project and client finance manager.

Date, time and cost of delivery

As you can see, the system automatically adds the date, time and cost of potential project delivery to the email:

Quote deliver.png

Edit contact

You may edit the client's contacts right from this page.

To do that, click the "Edit client contacts" link:

Quote edit contacts.png

For more details, please see the Client contact persons tab page.

Default recipient

You can leave the Contact person field unfilled when creating a quote:

Quote without cl contact.png

In this case, the primary user will be the default recipient of the quote.


You have the option not to send quotes to the primary user.

To do that, just specify a recipient while creating the quote:

Quote with cl contact.png

Note: If you define a contact person on the client side when creating a quote, this contact person will be displayed on the PDF file of the quote.

Add and remove recipients

You may select and remove the recipients of quotes before sending the email:

Quote change receipients.png

For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.

If you want to make a contact person disappear from the drop-down lists, please do the following:

Go to the client's profile, select the Contact persons tab and click the "Update" button in the necessary contact row:

Client contacts tab.png

It will open the Update contact person page.

Unmark the "Active" checkbox and confirm it with the "Update" button:

Client contuct unmark Active.png

The contact person will not appear in the drop-down list when sending a quote next time.

Redirect.jpg Back to the table of contents.