Difference between revisions of "Quote requests list"
Aleksandra.d (talk | contribs) |
|||
| (16 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
''Quote requests list page: [https://cloud.protemos.com/quote-request/index https://cloud.protemos.com/quote-request/index]'' | ''Quote requests list page: [https://cloud.protemos.com/quote-request/index https://cloud.protemos.com/quote-request/index]'' | ||
---- | ---- | ||
| − | |||
On the '''Quote requests''' page you can: | On the '''Quote requests''' page you can: | ||
| + | |||
| + | —Open quote requests and create quotes from them. | ||
—View the list of quote request and search them with filters. | —View the list of quote request and search them with filters. | ||
| − | |||
| − | |||
—Check clients' profiles and created quotes from quote requests. | —Check clients' profiles and created quotes from quote requests. | ||
| Line 15: | Line 14: | ||
If you click on the quote request code, the Quote request page will be opened: | If you click on the quote request code, the Quote request page will be opened: | ||
| − | [[File: | + | [[File:Quote request list.png|border|1000px]] |
| + | |||
| + | =='''Create quote from quote request'''== | ||
| + | |||
| + | If you get a quote request from a client, first you will receive an email notification with the details: | ||
| + | |||
| + | [[File:Email notification.png|border|450px]] | ||
| + | |||
| + | You can open the quote request directly from the email, or you may go to '''Quotes => Quote requests list: | ||
| + | |||
| + | [[File:Quote request tab.png|border|150px]] | ||
| + | |||
| + | And click on the quote request code: | ||
| + | |||
| + | [[File:Quote request list.png|border|1000px]] | ||
| + | |||
| + | Having checked the quote request detail, click the '''"Create quote"''' button: | ||
| + | |||
| + | [[File:Screensh1ot 1.png|border|650px]] | ||
| + | |||
| + | =='''Messages'''== | ||
| + | |||
| + | In the '''Messages''' field you can communicate with a client from whom you got a quote request '''(if they use the Client Portal and can log in to the system)'''. | ||
| + | |||
| + | Enter your message and click the '''"Send"''' button: | ||
| + | |||
| + | [[File:2020-10-19 100659.png|border|500px]] | ||
| + | |||
| + | 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: | ||
| + | |||
| + | [[File:Quote request message.png|border|500px]] | ||
| + | |||
| + | By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective quote request. | ||
| + | |||
| + | |||
| + | <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. | ||
| + | |||
| + | You also can communicate with clients on other objects. Please check the <U>'''[[Messages|"Messages"]]'''</U> page for more details. | ||
=='''Quote requests filters'''== | =='''Quote requests filters'''== | ||
| Line 23: | Line 61: | ||
[[File:Filters quote request.png|border|1100px]] | [[File:Filters quote request.png|border|1100px]] | ||
| − | *'''Quote request code''' | + | *'''Quote request code''' — displays only the quote requests with the code containing the entered value. |
| + | |||
| + | *'''Quote request name''' — displays only the quote requests with the name containing the specified text. | ||
| + | |||
| + | *'''Description''' — displays only the quote requests with the description containing the specified text. | ||
| + | |||
| + | *'''Client''' — displays only the quote requests for a specific client. | ||
| + | |||
| + | *'''Specialization''' — displays only quote requests with the required specializations. | ||
| − | *''' | + | *'''Statuses''' — displays only the quote requests with the specified status (New, Quoted, Rejected). |
| − | *''' | + | *'''Start date''' — displays only the quote requests which were started in the specified period of time. |
| − | *''' | + | *'''Delivery date''' — displays only the quote requests with the date of delivery in the specified period of time. |
| − | *''' | + | *'''Created date range''' — displays only the quote requests in the specified period of time. |
| − | + | =='''Open client profile and quote'''== | |
| − | + | You can go to the '''<U>[[Client view page – General info tab|client profile]]</U>''' right from the '''Quote requests''' page by clicking on the client's name, and to check the created '''[[Quote details section|<U>quote</U>]]''' if it was done, by clicking the Quote code: | |
| − | + | [[File:Scquotereenshot 1.png|border|1000px]] | |
| − | + | [[File:Redirect.jpg|40px|link=Quote requests list]] Back to the '''table of contents'''. | |
Latest revision as of 15:56, 23 September 2022
Quote requests list page: https://cloud.protemos.com/quote-request/index
On the Quote requests page you can:
—Open quote requests and create quotes from them.
—View the list of quote request and search them with filters.
—Check clients' profiles and created quotes from quote requests.
Contents
Open quote request
If you click on the quote request code, the Quote request page will be opened:
Create quote from quote request
If you get a quote request from a client, first you will receive an email notification with the details:
You can open the quote request directly from the email, or you may go to Quotes => Quote requests list:
And click on the quote request code:
Having checked the quote request detail, click the "Create quote" button:
Messages
In the Messages field you can communicate with a client from whom you got a quote request (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 request.
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.
Quote requests filters
- Quote request code — displays only the quote requests with the code containing the entered value.
- Quote request name — displays only the quote requests with the name containing the specified text.
- Description — displays only the quote requests with the description containing the specified text.
- Client — displays only the quote requests for a specific client.
- Specialization — displays only quote requests with the required specializations.
- Statuses — displays only the quote requests with the specified status (New, Quoted, Rejected).
- Start date — displays only the quote requests which were started in the specified period of time.
- Delivery date — displays only the quote requests with the date of delivery in the specified period of time.
- Created date range — displays only the quote requests in the specified period of time.
Open client profile and quote
You can go to the client profile right from the Quote requests page by clicking on the client's name, and to check the created quote if it was done, by clicking the Quote code:
Back to the table of contents.
