Difference between revisions of "Send quote"
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To do that, click the "'''Edit client contacts'''": | To do that, click the "'''Edit client contacts'''": | ||
| − | [[File:W quotes edit client contacts.jpg|border| | + | [[File:W quotes edit client contacts.jpg|border|440px]] |
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 can live the "'''Contact person'''" field unfilled while creating a quote: | You can live the "'''Contact person'''" field unfilled while creating a quote: | ||
| − | [[File:W quote sending without default recipient.jpg|border| | + | [[File:W quote sending without default recipient.jpg|border|440px]] |
In this case, a primary user will be the default recipient of the quote. | In this case, a primary user will be the default recipient of the quote. | ||
| − | + | You have the option not to send the quotes to the primary user. | |
| + | To do that, just specify a recipient while creating a quote: | ||
| + | [[File:W quote specific recipient.jpg|border|440px]] | ||
| − | |||
To do that, go to client's profile, select the "'''Contact persons'''" tab and click the update button on the main contact line: | To do that, go to client's profile, select the "'''Contact persons'''" tab and click the update button on the main contact line: | ||
| Line 40: | Line 41: | ||
| − | You | + | You may select and remove the recipients of quotes before sending the email: |
| − | + | [[File:W quote adding and removing recipients.jpg|border|440px]] | |
| + | For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side. | ||
| − | + | If you want to make a contact person disappear from the drop-down lists, please do the following: | |
| + | Go to client's profile, select the "'''Contact persons'''" tab and click the "'''Update'''" button on the necessary contact row: | ||
| − | + | [[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. | |
Revision as of 15:34, 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.
You have the option not to send the quotes to the primary user.
To do that, just specify a recipient while creating a quote:
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 may select and remove the recipients of quotes before sending the email:
For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.
If you want to make a contact person disappear from the drop-down lists, please do the following:
Go to client's profile, select the "Contact persons" tab and click the "Update" button on the necessary contact row:
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.
