Send quote

From Protemos Wiki
Revision as of 11:25, 24 July 2017 by Anatoly.k (talk | contribs)

Jump to: navigation, search

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 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.