Difference between revisions of "Quote details section"

Revision as of 13:27, 19 October 2020

General information

On this page you’ll find general data about a particular quote.

Here you can Send, Mark as sent, Download as PDF the quote, Create or link the quote with the Smartcat project:

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Press "More actions" to clone, update or delete it:

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Add tags to quotes

You can add tags for quotes to identify, categorize, and specify them, etc.

To do so, click the "Add tags" button:

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It brings you to the Update tags list page.

Type a name for this tag and click the "Enter" key, or confirm it by clicking on the tag name that appeared in the drop-down list:

Having entered all the necessary tags, press "Save" to apply them:

You can review all quotes that have a certain tag added by clicking on the tag name:

Next time, when adding tags to another quote, you will see all the tags you've already added in the drop-down list.

So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available:

When quotes are tagged, you can easily find them by using filters.

To delete tags, go to the project page and press the "Update tags" button, and click the cross next to the tag name and press "Save" to confirm changes:

Expire at

You can add the "Expire at" date for the client to know until what time the quote is valid.

The client can see it on the quote page (if they are registered):

Or in the PDF file of the quote:

Messages

In the Messages field you can communicate with a client for whom the quote was created (if they use the Client Portal and can log in to the system).

Enter your message and press the "Send" button:

A client will get an email when a message is sent to them.

The same applies to the responsible quote manager, they will get emails when a client sends a message.

You can read the message and reply straight from the email:

By pressing "Reply to this message", you will be redirected to the "Messages" field of the respective quote.

Tip: If your client cannot log in to the system (and you do not plan allow them to use the Client Portal), you can use the "Messages" field as an option to leave notes or anything you need.

You also can communicate with clients on other objects. Please check the "Messages" page for more details.