Send quote
Contents
General information
You can send a quote to your client right from the system.
To do so, open the necessary quote, press "Actions", and then click the "Send" button:
It will display the Send quote page where you can send the quote to the customer: check information, amend if needed, and press the "Send" button.
Carbon copy
You may also send a carbon copy of the quote email to the emails of your management team:
Date, time and cost of delivery
As you can see, the system automatically adds the date, time and cost of a potential project delivery to the email:
Edit contact
You may edit the client's contacts right from this page.
To do that, click the "Edit client contacts":
For more details, please see the Client contact persons tab page.
Default recipient
You can live the "Contact person" field unfilled while creating a quote:
In this case, the primary user will be the default recipient of the quote.
You have the option not to send quotes to the primary user.
To do that, just specify a recipient while creating the quote:
Adding and removing recipients
You may select and remove the recipients of quotes before sending the email:
For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.
If you want to make a contact person disappear from the drop-down lists, please do the following:
Go to client's profile, select the "Contact persons" tab and click the "Update" button in the necessary contact row:
It will open the Update contact person page.
Unmark the checkbox "Active" and confirm it with the "Update" button.
The contact person will not appear in the drop-down list next time you send the quote.
