Difference between revisions of "Сreate quotes"

From Protemos Wiki
Jump to: navigation, search
Line 27: Line 27:
 
6. Check if everything is ok and press "'''Send'''" to send the quote to the client:
 
6. Check if everything is ok and press "'''Send'''" to send the quote to the client:
  
[[File:Q status bar send.jpg|border|1000px]]  
+
[[File:Quote send.png|border|1000px]]  
  
 
7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project:
 
7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project:
  
[[File:Q status bar convert.jpg|border|1000px]]  
+
[[File:Quote convert project.png|border|180px]]  
  
If the client rejects, click the "'''Reject'''" button to remember that rejection:
+
If the client rejects, click the "'''Cancel'''" button to remember that rejection:
  
[[File:Q status bar reject.jpg|border|1000px]]  
+
[[File:Quote cancel.png|border|180px]]  
  
  

Revision as of 11:45, 18 March 2019

Redirect.jpg Back to the Quick Start Guide main page.


Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project.

The basic steps are as follows:

1. Go to the Quotes list page and click New quote .

2. Enter quote info (language, deadline etc) and click "Create".

3.Upload the files you received from the client (if any):

1000px

4.Upload CAT log files (if needed):

1000px

5. Enter receivables to indicate the amount to be charged from the client:

1000px

6. Check if everything is ok and press "Send" to send the quote to the client:

1000px

7. If the client accepts, you may press the "Convert to project" button to continue working on the project:

180px

If the client rejects, click the "Cancel" button to remember that rejection:

180px


For more info on quotes, please see our wiki pages or our video tutorial 40px


Redirect.jpg Back to the Quick Start Guide main page.