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:FILES.png|border|800px]] | ||
| + | |||
| + | More info '''<U>[[Quote files section|here]]</U>'''. | ||
| + | |||
| + | 4. Upload CAT log files or enter them manually if needed: | ||
| + | |||
| + | [[File:Calogs.png|border|800px]] | ||
| + | |||
| + | More info '''<U>[[Quote CAT logs section|here]]</U>'''. | ||
| − | + | 5. Enter receivables to indicate the amount to be charged from the client: | |
| − | + | [[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 '''<U>[[Send quote|send the quote]]</U>''' to the client or '''"Mark as sent"''' (the client will not get any notifications): | |
| − | [[File: | + | [[File:Quote details 1.png|border|800px]] |
| − | + | 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''': | |
| − | [[File: | + | [[File:121.png|border|800px]] |
| − | + | 10. Having accepted the quote both you and the client can '''"Create project"''' | |
| − | [[File: | + | [[File:21.png|border|800px]] |
| + | More info '''<U>[[Send quote|here]]</U>'''. | ||
| − | 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:YT client.png|60px|link=https://youtu.be/WRZJHb9njeI]] |
[[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 15:32, 28 May 2020
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 or "Mark as sent" (the client will not get any notifications):
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:
10. Having accepted the quote both you and the client can "Create project"
More info here.
For more info on quotes, please see our wiki pages or our video tutorial 
Back to the Quick Start Guide main page.
