Difference between revisions of "Send quote"

Revision as of 17:19, 25 September 2017

Quote sending page: http://cloud.protemos.com/quote/ХХХХ (replace XXXX with a valid number)

From this page you can send the quote to the customer: check information, amend if needed, and select the “Send” button.

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

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

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

You have the option not to send the quotes to the main contact.

To do that, go to client's profile, click the "Contact persons" tab and click the update button:

It will open the Update contact person page.

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

The contact person will not appear in the drop-down list next time you send the quote.

You can select the person on the client's side who will be getting the quotes by default:

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

So you can remove the primary contact from the recipients list and add someone else on the client’s side.

@@ Line 18: / Line 18: @@
 You have the option not to send the quotes to the main contact.
-You can select the person on client side who will be getting the quotes by default:
+To do that, go to client's profile, click the "'''Contact persons'''" tab and click the update button:
+[[File:W CC tab update button.jpg|border|1000px]]
+It will open the '''<U>[[Client contact person update|Update contact person]]</U>''' page.
+[[file:W update cont person page unmark.jpg|border|300px]]
+Unmark the checkbox "'''Active'''" and confirm it with the "'''Update'''"  button.
+The contact person will not appear in the drop-down list next time you send the quote.
+You can select the person on the client's side who will be getting the quotes by default:
-[[File:1Sending the quotes to contact.png]]