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 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:Qoute files section.jpg|border|1000px]]  
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[[File:FILES.png|border|800px]]  
  
4.Upload CAT log files (if needed):
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More info '''<U>[[Quote files section|here]]</U>'''.
  
[[File:Quote upload Cat section.jpg|border|1000px]]  
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4. Upload CAT log files or enter them manually if needed:
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[[File:Calogs.png|border|800px]]
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More info '''<U>[[Quote CAT logs section|here]]</U>'''.
  
 
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:
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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:Q status bar send.jpg|border|1000px]]  
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[[File:Quote details 1.png|border|800px]]
  
7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project:
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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''':
  
[[File:Q status bar convert.jpg|border|1000px]]  
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[[File:121.png|border|800px]]
  
If the client rejects, click the "'''Reject'''" button to remember that rejection:
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10. Having accepted the quote both you and the client can '''"Create project"'''
  
[[File:Q status bar reject.jpg|border|1000px]]  
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[[File:21.png|border|800px]]
  
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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]]
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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 14:32, 28 May 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 YT client.png


Redirect.jpg Back to the Quick Start Guide main page.