Difference between revisions of "Сreate quotes"

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More info '''<U>[[Quote receivables section|here]]</U>'''.
 
More info '''<U>[[Quote receivables section|here]]</U>'''.
  
6. Check if everything is ok and press "'''Send'''" to send the quote to the client:
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6. Check if everything is ok and press '''"Send"''' to '''<U>[[Send quote|send the quote]]</U>''' to the client or '''"Mark as sent"''' (the client will not get any notifications):
  
[[File:Quote details send.png|border|1000px]]  
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[[File:Quote details 1.png|border|800px]]
  
More info '''<U>[[Send quote|here]]</U>'''.
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9. Once the quote is sent, the client can '''Accept''' or '''Reject''' the quote. '''Or you can move forward the quote by marking it as accepted or rejected''':
  
7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project:
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[[File:121.png|border|800px]]
  
[[File:Quote actions convert to proj.png|border|200px]]
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10. Having accepted the quote both you and the client can '''"Create project"'''
  
If the client rejects, click the "'''Cancel'''" button to remember that rejection:
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[[File:21.png|border|800px]]
 
 
[[File:Quote actions reject.png|border|200px]]  
 
  
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More info '''<U>[[Send quote|here]]</U>'''.
  
 
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]]
 
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]]

Revision as of 16:34, 15 April 2020

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:

FILES.png

More info here.

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

Calogs.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 or "Mark as sent" (the client will not get any notifications):

Quote details 1.png

9. Once the quote is sent, the client can Accept or Reject the quote. Or you can move forward the quote by marking it as accepted or rejected:

121.png

10. Having accepted the quote both you and the client can "Create project"

21.png

More info here.

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.