Quote details section

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Revision as of 16:03, 17 September 2018 by Anatoly.k (talk | contribs) (Anatoly.k moved page Quote details page to Quote details section)

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Quote details tab page: http://cloud.protemos.com/quote/view?id=ХХХХ (replace XXXX with a valid number)



On this page, you’ll find general data about a particular quote.

Press "Actions" to see the set of operations that can be performed on this quote.

You can send this quote to the client, mark it as sent, convert to project

(begin to create a new project with this quote), cancel, clone, update or delete.

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Note: The "Send", "Mark as sent", and"Download as PDF" buttons are not displayed in quotes with no receivables entered.