Difference between revisions of "Send quote"

Revision as of 13:40, 10 October 2017

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

General information

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

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Сontact editing

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

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

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

Default recipient

You can live the "Contact person" field unfilled while creating a quote:

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In this case, the 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 the quote:

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Adding and removing recipients

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.

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 in the necessary contact row:

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It will open the Update contact person page.

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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.

Date and time of delivery

The system automatically adds the date and time of a potential project delivery to the email:

The date and time of a potential project delivery that are displayed in the email, are automatically added by the system.