Difference between revisions of "Сreate quotes"
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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.''' | '''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: | The basic steps are as follows: | ||
1. Go to the | 1. Go to the | ||
| − | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/index''' | + | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/index'''Quotes list'''] </U> </span> |
page and click | page and click | ||
| − | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/create'''New | + | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/create'''New quote'''] </U> </span>. |
2. Enter quote info (language, deadline etc) and click "'''Create'''". | 2. Enter quote info (language, deadline etc) and click "'''Create'''". | ||
| − | 3.Upload the files you received from the client | + | 3. Upload the files or links to files (file URLs) you received from the client, if any: |
| + | |||
| + | [[File:Quote files section.png|border|1000px]] | ||
| + | |||
| + | More info '''<U>[[Quote files section|here]]</U>'''. | ||
| + | |||
| + | 4. Upload CAT log files or enter them manually if needed: | ||
| + | |||
| + | [[File:Quote upload logs buttons.png|border|1000px]] | ||
| + | |||
| + | More info '''<U>[[Quote CAT logs section|here]]</U>'''. | ||
| + | |||
| + | 5. Enter receivables to indicate the amount to be charged from the client: | ||
| − | [[File: | + | [[File:Quote new receivable button.png|border|1000px]] |
| − | + | More info '''<U>[[Quote receivables section|here]]</U>'''. | |
| − | + | 6. Check if everything is ok and press "'''Send'''" to send the quote to the client: | |
| − | + | [[File:Quote details send.png|border|1000px]] | |
| − | [[ | + | 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: | |
| − | [[File:convert | + | [[File:Quote actions convert to proj.png|border|200px]] |
| − | If | + | If the client rejects, click the "'''Cancel'''" button to remember that rejection: |
| − | [[File:reject | + | [[File:Quote actions reject.png|border|200px]] |
| − | For more info on quotes, please see our | + | For more info on quotes, please see our <U>[[Quotes|''' wiki pages''']]</U> or our video tutorial [[File:youtube.jpg|40px|link=https://youtu.be/6vwCBqF7kbY]] |
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | ||
Revision as of 10:14, 13 August 2019
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:
More info here.
4. Upload CAT log files or enter them manually if needed:
More info here.
5. Enter receivables to indicate the amount to be charged from the client:
More info here.
6. Check if everything is ok and press "Send" to send the quote to the client:
More info here.
7. If the client accepts, you may press the "Convert to project" button to continue working on the project:
If the client rejects, click the "Cancel" button to remember that rejection:
For more info on quotes, please see our wiki pages or our video tutorial 40px
Back to the Quick Start Guide main page.
