Difference between revisions of "Create quote"

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New quote page: https://cloud.protemos.com/quote/create
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''New quote page: [https://cloud.protemos.com/quote/create cloud.protemos.com/quote/create]''
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----
  
 
=='''New quote'''==
 
=='''New quote'''==
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There are two ways to create a quote:
 
There are two ways to create a quote:
  
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1. Press the '''Quotes''' menu on the top panel and then click '''New quote''':
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1. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button:
  
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[[File:Quotes menu new quote.png|border|150px]]
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[[File:New quote.png|border|100px]]
  
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2. Or you may go to '''Quotes ⇾ Quotes list''':
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2. Or you may go to '''Quotes => Quotes list''', and click the '''"New quote"''' button:
  
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[[File:New quotes from.png|border|150px]]
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[[File:New quotes from.png|border|900px]]  
  
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Then press the '''"New quote"''' button:  
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In both cases, it will open the '''New quote''' page where you can specify all the basic details for the quote:
  
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[[file:Quote create button.png|border|1000px]]
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[[File:New quote page.png|border|1000px]]
  
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In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote:
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3. Record the quote with the '''"Create"''' button.
  
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[[file:Create qoute page new.png|border|650px]]
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4. Having created the quote, you can
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'''<U>[[Quote files section|upload the files or links to files]]</U>''' (file URLs) you received from the client if any:
  
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Confirm all details with the '''"Create"''' or revoke with the '''"Cancel"''' button.
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[[File:FILES.png|border|900px]]
  
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3. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any:
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5. Then you may upload '''<U>[[Quote CAT logs section|CAT log files or enter them manually]]</U>''' if needed:
  
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[[File:Quote files section.png|border|1000px]]  
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[[File:Calogs.png|border|900px]]  
  
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More info '''<U>[[Quote files section|here]]</U>'''.
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6. '''<U>[[Quote receivables section|Enter receivables]]</U>''' to indicate the amount to be charged from the client:
  
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4. Then you may upload CAT log files or enter them manually if needed:
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[[File:New receivables.png|border|900px]]
  
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[[File:Quote upload logs buttons.png|border|1000px]]  
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7. In the '''Taxes''' section you can '''<U>[[Quote taxes section|define taxes]]</U>''' so that your client can see how much you are going to charge them with taxes included:
  
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More info '''<U>[[Quote CAT logs section|here]]</U>'''.
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[[File:Taz taz.png|border|900px]]  
  
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5. Enter receivables to indicate the amount to be charged from the client:
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8. Check if everything is correct and click '''"Send"''' to '''<U>[[Send quote|send the quote]]</U>''' to the client or '''"Mark as sent"''' (the client will not get any notifications):
  
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[[File:Quote new receivable button.png|border|1000px]]  
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[[File:Quote details 1.png|border|900px]]
  
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More info '''<U>[[Quote receivables section|here]]</U>'''.
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9. Once the quote is sent, the client can '''Accept''' or '''Reject''' the quote. '''Or you can move forward the quote by marking it as accepted or rejected''':
  
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6. In the '''Taxes''' section you can include taxes to the quote so that your client can see how much you are going to charge them with taxes included:
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[[File:121.png|border|900px]]
  
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[[File:Qoute taxes general.png|border|1000px]]
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10. Having accepted the quote both you and the client can '''"Create project"'''
  
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More info '''<U>[[Quote taxes section|here]]</U>'''.
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[[File:21.png|border|900px]]
  
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7. Check if everything is correct and press '''"Send"''' to send the quote to the client or '''Mark as sent''' (the client will not get any notifications):
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<span style="color:red">'''Note:'''</span> The account administrator can disable project creation by clients.
  
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[[File:Quote details 1.png|border|800px]]  
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If necessary, you can also '''<U>[[Quote jobs section|add jobs]]</U>''' and '''<U>[[Quote payables section|payables]]</U>''' to quotes. For more info, check the article below.
  
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More info '''<U>[[Send quote|here]]</U>'''.
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===Jobs and payables in quotes===
  
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=='''Quote from Quote request'''==
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To add a job, click the "New job" button:
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[[File:Add job to quote1.png|border|900px]]
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Once the job is created, you can add payables:
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[[File:Add payables to quote1.png|border|900px]]
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Having added receivables and payables, you will be able to see a profit and profit margin in a quote finances summary:
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[[File:Quote finances summary.png|border|400px]]
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=='''New Quote from quote request'''==
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If you get a quote request from a client, first you will receive an email notification with the details:
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[[File:Email notification.png|border|450px]]
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You can open the quote request directly from the email, or you may go to '''Quotes → Quote requests list:
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[[File:Quote request tab.png|border|150px]]
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And click on the quote request code:
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[[File:Quote request list.png|border|1000px]]
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Having checked the quote request detail, click the '''"Create quote"''' button:
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[[File:Screensh1ot 1.png|border|650px]]
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The quote created from quote request cannot be moved to draft.
  
 
=='''Quote statuses'''==
 
=='''Quote statuses'''==
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*'''Draft status''' — a newly created quote gets this status.
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[[File:Status draft.png|border|290px]]
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*'''Sent status''' — the quote gets this status if the manager send or mark as sent the quote.
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[[File:Status Sent.png|border|290px]]
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*'''Accepted status''' — the quote gets this status if the client accepted the proposal. The manager can also accept the quote if necessary.
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[[File:Status accepted.png|border|300px]]
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*'''Rejected status''' — the quote gets this status if the client rejected the proposal. The manager can also reject the quote if necessary.
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[[File:Status rejected.png|border|300px]]
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At all steps the manager can move to '''Draft''', '''Clone''' or '''Delete''' the quote by clicking the corresponding buttons:
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[[File:Draft clone delete.png|border|250px]]
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<span style="color:red">'''Note:'''</span> A quote created from quote request cannot be moved to draft.
  
 
=='''Quote request statuses'''==
 
=='''Quote request statuses'''==
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*'''New status''' — the quote request gets this status, once a client sends it to the manager.
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[[File:Status new quote request.png|border|300px]]
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*'''Quoted status''' — the quote request gets this status, once the client accepts the quote created from the quote request.
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[[File:Status quoted quot request.png|border|300px]]
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*'''Rejected status''' — the quote request gets this status, once the client rejects the quote created from the quote request.
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[[File:Status rejected quote request.png|border|300px]]
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If you delete a quote created from a quote request, then the quote request will get the '''"New"''' status, and you will be able to create a quote again.

Latest revision as of 16:19, 27 September 2022

New quote page: cloud.protemos.com/quote/create

New quote

There are two ways to create a quote:

1. Click the Quotes menu on the top panel and then click the New quote button:

New quote.png

2. Or you may go to Quotes => Quotes list, and click the "New quote" button:

New quotes from.png

In both cases, it will open the New quote page where you can specify all the basic details for the quote:

New quote page.png

3. Record the quote with the "Create" button.

4. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any:

FILES.png

5. Then you may upload CAT log files or enter them manually if needed:

Calogs.png

6. Enter receivables to indicate the amount to be charged from the client:

New receivables.png

7. In the Taxes section you can define taxes so that your client can see how much you are going to charge them with taxes included:

Taz taz.png

8. Check if everything is correct and click "Send" to send the quote to the client or "Mark as sent" (the client will not get any notifications):

Quote details 1.png

9. Once the quote is sent, the client can Accept or Reject the quote. Or you can move forward the quote by marking it as accepted or rejected:

121.png

10. Having accepted the quote both you and the client can "Create project"

21.png

Note: The account administrator can disable project creation by clients.

If necessary, you can also add jobs and payables to quotes. For more info, check the article below.

Jobs and payables in quotes

To add a job, click the "New job" button:

Add job to quote1.png

Once the job is created, you can add payables:

Add payables to quote1.png

Having added receivables and payables, you will be able to see a profit and profit margin in a quote finances summary:

Quote finances summary.png

New Quote from quote request

If you get a quote request from a client, first you will receive an email notification with the details:

Email notification.png

You can open the quote request directly from the email, or you may go to Quotes → Quote requests list:

Quote request tab.png

And click on the quote request code:

Quote request list.png

Having checked the quote request detail, click the "Create quote" button:

Screensh1ot 1.png

The quote created from quote request cannot be moved to draft.

Quote statuses

  • Draft status — a newly created quote gets this status.

Status draft.png

  • Sent status — the quote gets this status if the manager send or mark as sent the quote.

Status Sent.png

  • Accepted status — the quote gets this status if the client accepted the proposal. The manager can also accept the quote if necessary.

Status accepted.png

  • Rejected status — the quote gets this status if the client rejected the proposal. The manager can also reject the quote if necessary.

Status rejected.png

At all steps the manager can move to Draft, Clone or Delete the quote by clicking the corresponding buttons:

Draft clone delete.png

Note: A quote created from quote request cannot be moved to draft.

Quote request statuses

  • New status — the quote request gets this status, once a client sends it to the manager.

Status new quote request.png

  • Quoted status — the quote request gets this status, once the client accepts the quote created from the quote request.

Status quoted quot request.png

  • Rejected status — the quote request gets this status, once the client rejects the quote created from the quote request.

Status rejected quote request.png

If you delete a quote created from a quote request, then the quote request will get the "New" status, and you will be able to create a quote again.

Retrieved from "https://wiki.protemos.com/index.php?title=Create_quote&oldid=23896"