Difference between revisions of "Сreate quotes"
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| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page | + | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. |
| − | Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project. | + | '''Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project.''' |
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[[File:new receivable button.jpg|1200px]] | [[File:new receivable button.jpg|1200px]] | ||
| − | 5. Check if everything is ok and press "'''Send'''" to send the quote to client. | + | 5. Check if everything is ok and press "'''Send'''" to send the quote to the client. |
[[File:send quote.jpg|1200px]] | [[File:send quote.jpg|1200px]] | ||
| − | 6. If the client accepts, you may press "'''Convert to project'''" button to continue working on project. | + | 6. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project. |
[[File:convert quote to project.jpg|1200px]] | [[File:convert quote to project.jpg|1200px]] | ||
Revision as of 09:58, 31 July 2017
Back to the Quick Start Guide main page.
Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project.
The basic steps are as follows:
1. Go to the quotes list page and click New Quote .
2. Enter quote info (language, deadline etc) and click "Create".
3.Upload the files you received from the client (if any).
4. Enter Receivables to indicate the amount to be charged from the client.
5. Check if everything is ok and press "Send" to send the quote to the client.
6. If the client accepts, you may press the "Convert to project" button to continue working on the project.
If they reject, click "Reject" button to remember that rejection.
For more info on quotes, please see our wiki pages.
Back to the Quick Start Guide main page
