Difference between revisions of "Send quote"

Revision as of 14:42, 27 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 can live the "Contact person" field unfilled while creating a quote:

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

If you do not specify a quote recipient while creating a quote

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

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

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.

To do so, go to Quote details page and press the "Update" button

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 13: / Line 13: @@
 For more details, please see the '''<U>[[Client view page – Contact persons tab|Client contact persons tab]]</U>''' page.
+You can live the "'''Contact person'''" field unfilled while creating a quote:
+[[File:W quote sending without default recipient.jpg|border|540px]]
+In this case, a primary user will be the default recipient of the quote.
+If you do not specify a quote recipient while creating a quote