Difference between revisions of "Multi-quotes"
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| − | ''Multi-quotes page:'' | + | ''Multi-quotes page:'' https://cloud.protemos.com/multi-quote/index |
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Multi-quote is a potential project with several options, consisted of several quotes. | Multi-quote is a potential project with several options, consisted of several quotes. | ||
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To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first. | To create a multi-quote, you need to <U>'''[[Create quote#New quote|create single quotes]]''' </U> first. | ||
| − | Having done that, go to the Multi-quotes page and | + | Having done that, go to the Multi-quotes page and click the '''"New multi-quote"''' button: |
[[File:1 new mq.png|border|900px]] | [[File:1 new mq.png|border|900px]] | ||
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[[File:New multi-quote.png|border|150px]] | [[File:New multi-quote.png|border|150px]] | ||
| − | In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and | + | In both cases, it will open the '''New multi-quote''' page where you need to select the Legal entity, Client and click '''"Create"''': |
[[File:1 nemw quote.png|border|500px]] | [[File:1 nemw quote.png|border|500px]] | ||
| − | Then | + | Then click the '''"Add option quotes"''' button: |
[[File:Options1.png|border|900px]] | [[File:Options1.png|border|900px]] | ||
| − | Select the needed ones, and | + | Select the needed ones, and click '''"Add selected quotes"''': |
[[File:3-.png|border|900px]] | [[File:3-.png|border|900px]] | ||
| − | Now | + | Now click '''"Send"''' to send the multi-quote to the client or '''"Mark as sent"''' (the client will not get any notifications): |
[[File:Save and sent.png|border|900px]] | [[File:Save and sent.png|border|900px]] | ||
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=='''Update multi-quote'''== | =='''Update multi-quote'''== | ||
| − | You can update the '''legal entity''' or/and '''client''' by | + | You can update the '''legal entity''' or/and '''client''' by clicking the '''"Update"''' button: |
[[File:Uopg2.png|border|500px]] | [[File:Uopg2.png|border|500px]] | ||
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<span style="color:red">'''Note:''' </span> when you have added the option quotes or sent the multi-quote, it cannot be updated anymore. | <span style="color:red">'''Note:''' </span> when you have added the option quotes or sent the multi-quote, it cannot be updated anymore. | ||
| − | If you need to update the '''option quotes''', you can open them by | + | If you need to update the '''option quotes''', you can open them by clicking their code: |
[[File:Open 1.png|border|900px]] | [[File:Open 1.png|border|900px]] | ||
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<span style="color:red">'''Note:''' </span> the option quotes cannot be update once the multi-quote is sent. | <span style="color:red">'''Note:''' </span> the option quotes cannot be update once the multi-quote is sent. | ||
| − | If you need to remove an option quote, | + | If you need to remove an option quote, click the '''"Remove"''' button: |
[[File:Remove .png|border|900px]] | [[File:Remove .png|border|900px]] | ||
| − | To add another option quote, | + | To add another option quote, click the '''"Add option quotes"''' button: |
[[File:Add more.png|border|900px]] | [[File:Add more.png|border|900px]] | ||
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You can send a multi-quote to your clients right from the system. | You can send a multi-quote to your clients right from the system. | ||
| − | To do so, open the necessary multi-quote and | + | To do so, open the necessary multi-quote and click the '''"Send"''' button: |
[[File:Send multi-quote.png|border|900px]] | [[File:Send multi-quote.png|border|900px]] | ||
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You may edit clients' contacts: | You may edit clients' contacts: | ||
| − | [[File:Edit cl cont.png|border| | + | [[File:Edit cl cont.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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| + | You may also send a '''CC''' and '''BCC''' of the quote email to the emails of your management team: | ||
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| + | [[File:Cc.png|border|300px]] | ||
The mechanism of sending the multi-quote is the same as <U>'''[[Send quote|sending the single quote]]'''</U>. | The mechanism of sending the multi-quote is the same as <U>'''[[Send quote|sending the single quote]]'''</U>. | ||
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If you want to hide or display some quotes from the list, you may apply filters. | If you want to hide or display some quotes from the list, you may apply filters. | ||
| − | You can hide or display filter fields by | + | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner. |
[[File:Filter multi quote.png|border|900px]] | [[File:Filter multi quote.png|border|900px]] | ||
| − | You can enter the data into the appropriate fields and | + | You can enter the data into the appropriate fields and click '''"Apply"'''. |
If the filter is applied, the header turns blue: | If the filter is applied, the header turns blue: | ||
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[[File:14.png|border|900px]] | [[File:14.png|border|900px]] | ||
| − | You may hide the filter interface by | + | You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. |
<span style="color:red">'''Note''':</span> The hidden filter remains activated. | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | ||
| − | To inactivate the filter, | + | To inactivate the filter, click the '''"Clear"''' button. |
The header colour will turn to grey, which means that no filter is not applied: | The header colour will turn to grey, which means that no filter is not applied: | ||
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | ||
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| + | [[File:Redirect.jpg|40px|link=Multi-quotes]] Back to the '''table of contents'''. | ||
Latest revision as of 16:19, 23 September 2022
Multi-quotes page: https://cloud.protemos.com/multi-quote/index
Multi-quote is a potential project with several options, consisted of several quotes.
Contents
Create new multi-quote
To create a multi-quote, you need to create single quotes first.
Having done that, go to the Multi-quotes page and click the "New multi-quote" button:
Or you can create a multi-quote by clicking the "New multi-quote" button in the Multi-quotes menu:
In both cases, it will open the New multi-quote page where you need to select the Legal entity, Client and click "Create":
Then click the "Add option quotes" button:
Select the needed ones, and click "Add selected quotes":
Now click "Send" to send the multi-quote to the client or "Mark as sent" (the client will not get any notifications):
The client will get a notification with attached quote files of each option.
Once the multi-quote is sent, the client can
- Accept one of the quotes (when one of the quotes is accepted, all others are automatically marked as rejected).
- Reject the entire multi-quote.
Or you can move forward the multi-quote by marking the needed quote as accepted or all of them as rejected:
Update multi-quote
You can update the legal entity or/and client by clicking the "Update" button:
Note: when you have added the option quotes or sent the multi-quote, it cannot be updated anymore.
If you need to update the option quotes, you can open them by clicking their code:
And then update the quote as usual:
Note: the option quotes cannot be update once the multi-quote is sent.
If you need to remove an option quote, click the "Remove" button:
To add another option quote, click the "Add option quotes" button:
Send multi-quote
You can send a multi-quote to your clients right from the system.
To do so, open the necessary multi-quote and click the "Send" button:
You may edit clients' contacts:
For more details, please see the Client contact persons tab page.
You may also send a CC and BCC of the quote email to the emails of your management team:
The mechanism of sending the multi-quote is the same as sending the single quote.
Search multi-quotes with filters
By default, you can see all the multi-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 clicking the 
button in the upper right corner.
You can enter the data into the appropriate fields and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
To inactivate the filter, click the "Clear" button.
The header colour will turn to grey, which means that no filter is not applied:
Note: The applied filter is remembered, so it will remain even if you leave the page.
Back to the table of contents.
