Difference between revisions of "Send quote"

Revision as of 15:21, 12 July 2019

General information

You can send a quote to your client right from the system.

To do so, open the necessary quote, press "Actions", and then click the "Send" button:

1100px

It will display the Send quote page where you can send the quote to the customer: check information, amend if needed, and press the "Send" button.

840px

Carbon copy

You may also send a carbon copy of the quote email to the emails of your management team:

400px

Date, time and cost of delivery

As you can see, the system automatically adds the date, time and cost of a potential project delivery to the email:

800px

Edit contact

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

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

500px

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:

440px

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

You have the option not to send quotes to the primary user.

To do that, just specify a recipient while creating the quote:

440px

Adding and removing recipients

You may select and remove the recipients of quotes before sending the email:

550px

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:

1000px

It will open the Update contact person page.

500px

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.