Difference between revisions of "Create quote"
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=='''New quote'''== | =='''New quote'''== | ||
+ | |||
+ | There are two ways to create a quote: | ||
+ | |||
+ | 1. Press the '''Quotes''' menu on the top panel and then click '''New quote''': | ||
+ | |||
+ | [[File:Quotes menu new quote.png|border|150px]] | ||
+ | |||
+ | 2. Or you may go to '''Quotes ⇾ Quotes list''': | ||
+ | |||
+ | [[File:Quotes menu quotes list.png|border|150px]] | ||
+ | |||
+ | Then press the '''"New quote"''' button: | ||
+ | |||
+ | [[file:Quote create button.png|border|1000px]] | ||
+ | |||
+ | In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote: | ||
+ | |||
+ | [[file:Create qoute page new.png|border|650px]] | ||
+ | |||
+ | Confirm all details with the '''"Create"''' or revoke with the '''"Cancel"''' button. | ||
+ | |||
+ | 3. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any: | ||
+ | |||
+ | [[File:Quote files section.png|border|1000px]] | ||
+ | |||
+ | More info '''<U>[[Quote files section|here]]</U>'''. | ||
+ | |||
+ | 4. Then you may upload CAT log files or enter them manually if needed: | ||
+ | |||
+ | [[File:Quote upload logs buttons.png|border|1000px]] | ||
+ | |||
+ | More info '''<U>[[Quote CAT logs section|here]]</U>'''. | ||
+ | |||
+ | 5. Enter receivables to indicate the amount to be charged from the client: | ||
+ | |||
+ | [[File:Quote new receivable button.png|border|1000px]] | ||
+ | |||
+ | More info '''<U>[[Quote receivables section|here]]</U>'''. | ||
+ | |||
+ | 6. In the '''Taxes''' section you can include taxes to the quote so that your client can see how much you are going to charge them with taxes included: | ||
+ | |||
+ | [[File:Qoute taxes general.png|border|1000px]] | ||
+ | |||
+ | More info '''<U>[[Quote taxes section|here]]</U>'''. | ||
+ | |||
+ | 7. Check if everything is correct and press '''"Send"''' to send the quote to the client: | ||
+ | |||
+ | [[File:Quote details send.png|border|1000px]] | ||
+ | |||
+ | More info '''<U>[[Send quote|here]]</U>'''. | ||
=='''Quote from Quote request'''== | =='''Quote from Quote request'''== |
Revision as of 15:10, 4 March 2020
New quote page: https://cloud.protemos.com/quote/create
New quote
There are two ways to create a quote:
1. Press the Quotes menu on the top panel and then click New quote:
2. Or you may go to Quotes ⇾ Quotes list:
Then press the "New quote" button:
In both cases, it will open the New quote page where you can specify all basic details for the quote:
Confirm all details with the "Create" or revoke with the "Cancel" button.
3. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any:
More info here.
4. Then you may upload CAT log files or enter them manually if needed:
More info here.
5. Enter receivables to indicate the amount to be charged from the client:
More info here.
6. In the Taxes section you can include taxes to the quote so that your client can see how much you are going to charge them with taxes included:
More info here.
7. Check if everything is correct and press "Send" to send the quote to the client:
More info here.