Create quote

From Protemos Wiki
Revision as of 10:37, 5 March 2020 by Aleksandra.d (talk | contribs) (New Quote from Quote request)

Jump to: navigation, search

New quote page: https://cloud.protemos.com/quote/create

New quote

There are two ways to create a quote:

1. Press the Quotes menu on the top panel and then click New quote:

150px

2. Or you may go to Quotes ⇾ Quotes list, and press the "New quote" button

New quotes from.png

In both cases, it will open the New quote page where you can specify all basic details for the quote:

650px

Confirm all details with the "Create" or revoke with the "Cancel" button.

3. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any:

FILES.png

4. Then you may upload CAT log files or enter them manually if needed:

Calogs.png

5.Enter receivables to indicate the amount to be charged from the client:

New receivables.png

6. In the Taxes section you can define taxes so that your client can see how much you are going to charge them with taxes included:

Taz taz.png

7. Check if everything is correct and press "Send" to send the quote to the client or Mark as sent (the client will not get any notifications):

Quote details 1.png

Once the quote is sent, the client can Accept or Reject the quote. Or you can move forward the quote by marking it as accepted or rejected:

121.png

Having accepted the quote both you and the client can "Create project"

21.png

New Quote from Quote request

If you get a quote request from a client, first you will get an email notification with the details:

Email notification.png

You can open the quote request directly from the email, or you may go to Quotes ⇾ Quote requests list:

Quote request tab.png

And click on the quote request code:

Quote request list.png

Having checked the quote request detail, press the "Create quote" button:

Screensh1ot 1.png

Quote statuses

  • Draft status—a newly created quote gets this status.

Status draft.png

  • Sent status—the quote gets this status if the manager send or mark as sent the quote.

Status Sent.png

  • Accepted status—the quote gets this status if the client accepted the proposal. The manager can also accept the quote if necessary.

Status accepted.png

  • Rejected status—the quote gets this status if the client rejected the proposal. The manager can also reject the quote if necessary.

Status rejected.png

At all steps the manager can move to Draft, Clone or Delete the quote by pressing the corresponding buttons:

Draft clone delete.png

Quote request statuses

  • New status—a quote request gets this status, once a client sends it to the manager.

Status new quote request.png

  • Quoted status—a quote request gets this status, once the manager creates a quote.

Status quoted quot request.png

  • Rejected status—a quote request which was rejected by the manager.

Status rejected quote request.png