Difference between revisions of "Send quote"

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From this page you can send the quote to the customer: check information, amend if needed, and select the “'''Send'''” button.
 
From this page you can send the quote to the customer: check information, amend if needed, and select the “'''Send'''” button.
  
[[File:Sending the quotes to contact.png|Quote sending|840px]]
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[[File:W quotes sending page.jpg|border|840px]]
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You may edit client's contacts right from this page.
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To do that, click the "'''Edit client contacts'''":
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[[File:W quotes edit client contacts.jpg|border|540px]]
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For more details, please see the '''<U>[[Client view page – Contact persons tab|Client contact persons tab]]</U>''' page.
  
  

Revision as of 16:14, 25 September 2017

Quote sending page: http://cloud.protemos.com/quote/ХХХХ (replace XXXX with a valid number)


From this page you can send the quote to the customer: check information, amend if needed, and select the “Send” button.

840px

You may edit client's contacts right from this page.

To do that, click the "Edit client contacts":

540px

For more details, please see the Client contact persons tab page.


You have the option not to send the quotes to the main contact.

You can select the person on client side who will be getting the quotes by default:

File:1Sending the quotes to contact.png


840px


You may select and remove the recipients of quotes before sending the email:

840px

So you can remove the primary contact from the recipients list and add someone else on the client’s side.