Difference between revisions of "Quote details section"

From Protemos Wiki
Jump to: navigation, search
(Add tags to quotes)
(General information)
Line 1: Line 1:
 
=='''General information'''==
 
=='''General information'''==
  
On this page you’ll find general data about a particular quote.
+
On this page, you will 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''':
+
Here you can send the quote, mark it as sent, download it as PDF, and create or link the quote with the Smartcat project:
  
 
[[File:Quote details.2.png|border|1070px]]
 
[[File:Quote details.2.png|border|1070px]]

Revision as of 13:36, 16 August 2022

General information

On this page, you will find general data about a particular quote.

Here you can send the quote, mark it as sent, download it as PDF, and create or link the quote with the Smartcat project:

1070px

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

1070px

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:

1070px

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:

11 urg.png

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

1 save update pr tags list.png

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

2020-07-09 122556.png

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:

List of tags nothing to do.png

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

Hot 2.png

Ot 1.png

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:

Update delete tags.png

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):

2020-08-31 093332.png

Or in the PDF file of the quote:

Quote is valid.png

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:

Quote message.png

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:

Quote reply message.png

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, you can use the "Messages" field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.

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

Redirect.jpg Back to the table of contents.