Difference between revisions of "Quote details section"
From Protemos Wiki
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Press '''"Actions"''' to see the set of operations that can be performed on this quote. | Press '''"Actions"''' to see the set of operations that can be performed on this quote. | ||
| − | You can send this quote to your client, mark it as sent | + | You can send this quote to your client, mark it as sent, convert it to a project |
| − | (begin to create a new project with this quote), cancel, clone, update or delete. | + | (begin to create a new project with this quote), cancel, download this quote in PDF format, clone, update or delete. |
[[File:Quote buttons.jpg|Quote details page|1000px]] | [[File:Quote buttons.jpg|Quote details page|1000px]] | ||
<span style="color:red">'''Note:''' The '''"Send"''', '''"Mark as sent"''', and'''"Download as PDF"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables tab|receivables]]</U>''' entered.</span> | <span style="color:red">'''Note:''' The '''"Send"''', '''"Mark as sent"''', and'''"Download as PDF"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables tab|receivables]]</U>''' entered.</span> | ||
Revision as of 16:07, 17 September 2018
Quote details tab page: http://cloud.protemos.com/quote/view?id=ХХХХ (replace XXXX with a valid number)
On this page, you’ll find general data about a particular quote.
Press "Actions" to see the set of operations that can be performed on this quote.
You can send this quote to your client, mark it as sent, convert it to a project
(begin to create a new project with this quote), cancel, download this quote in PDF format, clone, update or delete.
Note: The "Send", "Mark as sent", and"Download as PDF" buttons are not displayed in quotes with no receivables entered.
