Difference between revisions of "Quotes list"
| (105 intermediate revisions by 5 users not shown) | |||
| Line 1: | Line 1: | ||
| − | ''Quotes | + | ''Quotes page: [http://cloud.protemos.com/quote/index/ http://cloud.protemos.com/quote/index]'' |
---- | ---- | ||
| + | On the '''Quotes''' page you can: | ||
| − | + | — Create new quotes. | |
| − | + | — View the list of quotes and search quotes with filters. | |
| − | [[File: | + | — Open each quote for editing. |
| + | |||
| + | — Export the list of all quotes to Excel. | ||
| + | |||
| + | == '''Create quote''' == | ||
| + | |||
| + | You can create a quote by clicking the '''"New quote"''' button in the '''Quotes''' menu: | ||
| + | |||
| + | [[File:New quote.png|border|100px]] | ||
| + | |||
| + | Or go to '''Quotes''' page and click the '''"New quote"''' button: | ||
| + | |||
| + | [[File:New quotes from.png|border|800px]] | ||
| + | |||
| + | Both of these actions will bring you to the '''New quote''' page. For more details, please see the '''<U>[[Create quote]]</U>''' page. | ||
| + | |||
| + | You may also create Protemos quotes from SmartCAT projects by clicking the '''"New quote from Smartcat"''' button. The button is only visible if you've enabled '''<U>[[Smartcat integration]]</U>''' for your account. | ||
| + | |||
| + | For more detailed instructions, please see the '''<U>[[Smartcat_integration#Create_quote_from_Smartcat_project|Create Protemos quotes from SmartCAT projects]]</U>''' section. | ||
=='''Search quotes with filters'''== | =='''Search quotes with filters'''== | ||
| − | By default, you can see all the | + | By default, you can see all the quotes in your database, 50 per page. |
| − | If you want to hide or display some | + | If you want to hide or display some quotes from the list, you may apply filters. |
| − | You can hide or display filter fields by | + | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|20px]] button in the upper right corner. |
| − | [[File: | + | [[File:Quote filters1.png|border|1000px]] |
| + | |||
| + | So you can enter the data into the appropriate fields and click '''"Apply"'''. | ||
| − | + | If the filter is applied, the header turns blue: | |
| + | |||
| + | [[File:14.png|border|900px]] | ||
| + | |||
| + | You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. | ||
| + | |||
| + | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | ||
| + | |||
| + | You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again. | ||
| + | |||
| + | <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | ||
| + | |||
| + | To inactivate the filter, click the '''"Clear"''' button. | ||
| − | [[File: | + | The header colour will turn to grey, which means that no filter is not applied: |
| − | + | ||
| − | + | [[File:S1.png|border|900px]] | |
| + | |||
| + | =='''Open quote'''== | ||
| + | |||
| + | If you click any quote name in the list, you will open the '''<U>[[Quote details section|Quote details]]</U>''' page: | ||
| − | + | [[file:Quote name and client clicking.png|border|1100px]] | |
| − | + | And you can also go to a '''<U>[[Client view page – General info tab|client profile]]</U>''' right from this page by clicking on the client's name. | |
| − | + | == '''Export to Excel''' == | |
| − | + | You can export all the displayed table of quotes to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table: | |
| − | + | [[File:Quote export to exel.png|border|900px]] | |
Latest revision as of 09:28, 13 September 2022
Quotes page: http://cloud.protemos.com/quote/index
On the Quotes page you can:
— Create new quotes.
— View the list of quotes and search quotes with filters.
— Open each quote for editing.
— Export the list of all quotes to Excel.
Create quote
You can create a quote by clicking the "New quote" button in the Quotes menu:
Or go to Quotes page and click the "New quote" button:
Both of these actions will bring you to the New quote page. For more details, please see the Create quote page.
You may also create Protemos quotes from SmartCAT projects by clicking the "New quote from Smartcat" button. The button is only visible if you've enabled Smartcat integration for your account.
For more detailed instructions, please see the Create Protemos quotes from SmartCAT projects section.
Search quotes with filters
By default, you can see all the quotes in your database, 50 per page.
If you want to hide or display some quotes from the list, you may apply filters.
You can hide or display filter fields by clicking the 
button in the upper right corner.
So you can enter the data into the appropriate fields and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking again.
Note: The applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, click the "Clear" button.
The header colour will turn to grey, which means that no filter is not applied:
Open quote
If you click any quote name in the list, you will open the Quote details page:
And you can also go to a client profile right from this page by clicking on the client's name.
Export to Excel
You can export all the displayed table of quotes to Excel by clicking the "Export to Excel" button over the upper right corner of the table:
