Difference between revisions of "Сreate quotes"

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2. Enter quote info (language, deadline etc) and click "'''Create'''".
 
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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3. Upload the files or links to files (file URLs) you received from the client, if any:
  
 
[[File:Quote files section.png|border|1000px]]  
 
[[File:Quote files section.png|border|1000px]]  
  
4.Upload CAT log files or enter them manually if needed:
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More info '''<U>[[Quote files section|here]]</U>'''.
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4. Upload CAT log files or enter them manually if needed:
  
 
[[File:Quote upload logs buttons.png|border|1000px]]  
 
[[File:Quote upload logs buttons.png|border|1000px]]  
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5. Enter receivables to indicate the amount to be charged from the client:
 
5. Enter receivables to indicate the amount to be charged from the client:
  
[[File:Quote res section.jpg|border|1000px]]  
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[[File:Quote new receivable button.png|border|1000px]]  
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More info '''<U>[[Quote receivables section|here]]</U>'''.
  
 
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:Quote details send.png|border|1000px]]  
 
[[File:Quote details send.png|border|1000px]]  
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More info '''<U>[[Send quote|here]]</U>'''.
  
 
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:Quote actions cancel.png|border|200px]]  
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[[File:Quote actions convert to proj.png|border|200px]]  
  
 
If the client rejects, click the "'''Cancel'''" button to remember that rejection:
 
If the client rejects, click the "'''Cancel'''" button to remember that rejection:
  
[[File:Quote actions convert.png|border|200px]]  
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[[File:Quote actions reject.png|border|200px]]  
  
  

Revision as of 09:14, 13 August 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 or links to files (file URLs) you received from the client, if any:

Quote files section.png

More info here.

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

Quote upload logs buttons.png

More info here.

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

Quote new receivable button.png

More info here.

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

1000px

More info here.

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

200px

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

200px


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.