Create quote

From Protemos Wiki
Revision as of 16:52, 24 March 2022 by Andrii (talk | contribs) (→‎New quote)

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 the New quote button:

New quote.png

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 the basic details for the quote:

Create quote1.1.png

3. Record the quote with the "Create" button.

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

FILES.png

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

Calogs.png

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

New receivables.png

7. 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

8. You can also create jobs so that you can add payables to the quote:

Add job to quote1.png

9. Once the job is created, you can add payables:

Add payables to quote1.png

10. Having added receivables and payables, you will be able to see a profit and profit margin in a quote finances summary:

Quote finances summary.png

11. 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

12. 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

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

21.png

Note: The account administrator can disable project creation by clients.

New Quote from Quote request

If you get a quote request from a client, first you will receive 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

The quote created from quote request cannot be moved to draft.

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

Note: A quote created from quote request cannot be moved to draft.

Quote request statuses

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

Status new quote request.png

  • Quoted status — the quote request gets this status, once the client accepts the quote created from the quote request.

Status quoted quot request.png

  • Rejected status — the quote request gets this status, once the client rejects the quote created from the quote request.

Status rejected quote request.png

If you delete a quote created from a quote request, then the quote request will get the "New" status, and you will be able to create a quote again.

Retrieved from "https://wiki.protemos.com/index.php?title=Create_quote&oldid=21923"