Difference between revisions of "Create quote"
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2. Or you may go to '''Quotes ⇾ Quotes list''': | 2. Or you may go to '''Quotes ⇾ Quotes list''': | ||
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Then press the '''"New quote"''' button: | Then press the '''"New quote"''' button: | ||
Revision as of 15:23, 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 or Mark as sent (the client will not get any notifications):
More info here.
