Difference between revisions of "Send quote"
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[[File:W quote specific recipient.jpg|border|440px]] | [[File:W quote specific recipient.jpg|border|440px]] | ||
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You may select and remove the recipients of quotes before sending the email: | You may select and remove the recipients of quotes before sending the email: | ||
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For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side. | For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side. | ||
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If you want to make a contact person disappear from the drop-down lists, please do the following: | If you want to make a contact person disappear from the drop-down lists, please do the following: | ||
Revision as of 15:47, 27 September 2017
Quote sending page: http://cloud.protemos.com/quote/ХХХХ (replace XXXX with a valid number)
Contents
General information
From this page you can send the quote to the customer: check information, amend if needed, and select the “Send” button.
Сontact editing
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.
Default recipient of the quote
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:
Adding and removing recipients
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.
