Difference between revisions of "Сreate quotes"
| Line 13: | Line 13: | ||
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): |
[[File:Q add files.jpg|border|1000px]] | [[File:Q add files.jpg|border|1000px]] | ||
| − | 4.Upload the CAT log files (if needed) | + | 4.Upload the CAT log files (if needed): |
[[File:Q upload CAT log.jpg|border|1000px]] | [[File:Q upload CAT log.jpg|border|1000px]] | ||
| − | 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:Q new receivable.jpg|border|1000px]] | [[File:Q new receivable.jpg|border|1000px]] | ||
| − | 6. Check if everything is ok and press "'''Send'''" to send the quote to the client | + | 6. Check if everything is ok and press "'''Send'''" to send the quote to the client: |
[[File:Q status bar send.jpg|border|1000px]] | [[File:Q status bar send.jpg|border|1000px]] | ||
| − | 7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project | + | 7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project: |
[[File:Q status bar convert.jpg|border|1000px]] | [[File:Q status bar convert.jpg|border|1000px]] | ||
| − | If | + | If the client reject, click the "'''Reject'''" button to remember that rejection: |
[[File:Q status bar reject.jpg|border|1000px]] | [[File:Q status bar reject.jpg|border|1000px]] | ||
Revision as of 12:28, 8 November 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.Upload the CAT log files (if needed):
5. Enter Receivables to indicate the amount to be charged from the client:
6. Check if everything is ok and press "Send" to send the quote to the client:
7. If the client accepts, you may press the "Convert to project" button to continue working on the project:
If the client reject, click the "Reject" button to remember that rejection:
For more info on quotes, please see our wiki pages.
Back to the Quick Start Guide main page.
