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- ...r of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers. ===='''Include CAT log details in quote and client invoice PDF'''====9 KB (1,540 words) - 18:03, 16 December 2022
- ...from the system. After the invoice is sent, the system records the date of sending. ...ustomer’s portal, etc.), you may use this button to remember the date of sending.9 KB (1,487 words) - 16:19, 9 November 2022
- You can send a quote to your client right from the system. To do so, open the necessary quote and click the '''"Send"''' button:3 KB (531 words) - 10:32, 13 September 2022
- ...'''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system. =='''Add new quote'''==40 KB (6,336 words) - 12:37, 19 June 2023
- ''Multi-quotes page:'' https://cloud.protemos.com/multi-quote/index Multi-quote is a potential project with several options, consisted of several quotes.4 KB (693 words) - 17:19, 23 September 2022
- You can create your own quote, multi-quote, and client invoice email templates. =='''Quote templates'''==4 KB (646 words) - 14:16, 15 August 2022
- [[File:Quote email templates.1.png|border|1070px]] ...finances|'''finance report''']]</U>, filters added to <U>[[quote_report|'''quote report''']]</U>, filter by country to <U>[[Reports_–_Clients_–_Finances16 KB (2,548 words) - 11:12, 3 May 2023