Difference between revisions of "Create quote"
Aleksandra.d (talk | contribs) (→New quote) |
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2. Or you may go to '''Quotes ⇾ Quotes list''', and press the '''"New quote"''' button | 2. Or you may go to '''Quotes ⇾ Quotes list''', and press the '''"New quote"''' button | ||
| − | [[File:New quotes from.png|border| | + | [[File:New quotes from.png|border|800px]] |
In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote: | In both cases, it will open the '''New quote''' page where you can specify all basic details for the quote: | ||
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'''<U>[[Quote files section|upload the files or links to files]]</U>''' (file URLs) you received from the client if any: | '''<U>[[Quote files section|upload the files or links to files]]</U>''' (file URLs) you received from the client if any: | ||
| − | [[File:FILES.png|border| | + | [[File:FILES.png|border|800px]] |
4. Then you may upload '''<U>[[Quote CAT logs section|CAT log files or enter them manually]]</U>''' if needed: | 4. Then you may upload '''<U>[[Quote CAT logs section|CAT log files or enter them manually]]</U>''' if needed: | ||
| − | [[File:Calogs.png|border| | + | [[File:Calogs.png|border|800px]] |
5.'''<U>[[Quote receivables section|Enter receivables]]</U>''' to indicate the amount to be charged from the client: | 5.'''<U>[[Quote receivables section|Enter receivables]]</U>''' to indicate the amount to be charged from the client: | ||
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6. In the '''Taxes''' section you can '''<U>[[Quote taxes section|define taxes]]</U>''' so that your client can see how much you are going to charge them with taxes included: | 6. In the '''Taxes''' section you can '''<U>[[Quote taxes section|define taxes]]</U>''' so that your client can see how much you are going to charge them with taxes included: | ||
| − | [[File:Taz taz.png|border| | + | [[File:Taz taz.png|border|800px]] |
7. Check if everything is correct and press '''"Send"''' to '''<U>[[Send quote|send the quote]]</U>''' to the client or '''Mark as sent''' (the client will not get any notifications): | 7. Check if everything is correct and press '''"Send"''' to '''<U>[[Send quote|send the quote]]</U>''' to the client or '''Mark as sent''' (the client will not get any notifications): | ||
Revision as of 15:42, 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, and 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:
4. Then you may upload CAT log files or enter them manually if needed:
5.Enter receivables to indicate the amount to be charged from the client:
6. In the Taxes section you can define taxes so that your client can see how much you are going to charge them with taxes included:
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):
