Difference between revisions of "Сreate quotes"
| Line 12: | Line 12: | ||
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/create'''New Quote'''] </U> </span>. | <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 (if any). | 3.Upload the files you received from the client (if any). | ||
| Line 22: | Line 22: | ||
[[File:new receivable button.jpg|1200px]] | [[File:new receivable button.jpg|1200px]] | ||
| − | 5. Check if everything is ok and press Send to send the quote to client. | + | 5. Check if everything is ok and press "'''Send'''" to send the quote to client. |
[[File:send quote.jpg|1200px]] | [[File:send quote.jpg|1200px]] | ||
Revision as of 18:06, 28 July 2017
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 you received from the client (if any).
4. Enter Receivables to indicate the amount to be charged from the client.
5. Check if everything is ok and press "Send" to send the quote to client.
6. If the client accepts, you may press "Convert to project" button to continue working on project.
If they reject, click "Reject" button to remember that rejection.
For more info on quotes, please see our wiki pages.
Back to the Quick Start Guide main page
