Difference between revisions of "Сreate quotes"

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If the client rejects, click the "'''Cancel'''" button to remember that rejection:
 
If the client rejects, click the "'''Cancel'''" button to remember that rejection:
  
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[[File:Quote actions  convert.png|border|200px]]  
  
  

Revision as of 16:00, 12 July 2019

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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 or links (file URLs) you received from the client (if any):

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4.Upload CAT log files or enter them manually if needed:

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More info here.

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

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

Quote details action buttons.png

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

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

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For more info on quotes, please see our wiki pages or our video tutorial Youtube.jpg


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