Difference between revisions of "Send quote"
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| − | You have the option not to send | + | You have the option not to send quotes to the primary user. |
To do that, just specify a recipient while creating the quote: | To do that, just specify a recipient while creating the quote: | ||
Revision as of 10:33, 19 March 2018
Quote sending page: http://cloud.protemos.com/quote/ХХХХ (replace XXXX with a valid number)
Contents
General information
From this page you can send the quote to the customer: check information, amend if needed, and select the “Send” button.
Carbon copy
You may also send a carbon copy of the quote email to the emails of your management team:
Date, time and cost of delivery
As you can see, the system automatically adds the date, time and cost of a potential project delivery to the email:
Сontact editing
You may edit client's contacts right from this page.
To do that, click the "Edit client contacts":
For more details, please see the Client contact persons tab page.
Default recipient
You can live the "Contact person" field unfilled while creating a quote:
In this case, the primary user will be the default recipient of the quote.
You have the option not to send quotes to the primary user.
To do that, just specify a recipient while creating the quote:
Adding and removing recipients
You may select and remove the recipients of quotes before sending the email:
For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.
If you want to make a contact person disappear from the drop-down lists, please do the following:
Go to client's profile, select the "Contact persons" tab and click the "Update" button in the necessary contact row:
It will open the Update contact person page.
Unmark the checkbox "Active" and confirm it with the "Update" button.
The contact person will not appear in the drop-down list next time you send the quote.
