Create quote request

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

Or you can go to the Quote requests list and press the "New quote request" button:

In both cases, it will open the New quote request page where you can specify all the basic details for the request and upload files if necessary:

2. Record the request with the "Save" or "Save & Send" buttons.

If you press "Save & Send", the manager will get the corresponding notification and you will not be able to update the quote request.

If you press "Save", you can send, update, clone, delete the quote request and manage input files by pressing the corresponding buttons:

3. If the manager confirms your quote request, they can convert it to the quote and send it to you.

You get the corresponding notification and can check all the quote details: general information, payment details, taxes, deadline, etc.:

4. You can accept, reject, and download the quote as PDF by pressing the corresponding buttons:

If you accept the quote, the manager will get the corresponding notification. You and your manager can convert the quote into the project by pressing the "Create project" button:

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