Difference between revisions of "Create quote"

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<span style="color:red">'''Note:'''</span> Managers will be warned while creating a quote for the client with a risk score of 3.0 or less on the '''<U>[[Client view page – General tab#ProZ.com Blue Board| ProZ.com Blue Board]]</U>''':
 
<span style="color:red">'''Note:'''</span> Managers will be warned while creating a quote for the client with a risk score of 3.0 or less on the '''<U>[[Client view page – General tab#ProZ.com Blue Board| ProZ.com Blue Board]]</U>''':
  
[[file:Blueboard warning quote creation.jpg|border|700px]]
+
[[file:Quote warned.png|border|700px]]

Revision as of 12:30, 12 July 2019

New quote page: http://cloud.protemos.com/quote/create


There are two ways to create a quote:

1. Press the Quotes menu on the top panel and then click New quote:

Quotes menu new Q.jpg

2. Or you may go to Quotes=>Quotes list:

Quotes menu Q list.jpg

Then press the "New quote" button:

Quote create button.png

In both cases, it will open the New quote page where you can specify all basic details for the quote:

Quote creation page.png

Confirm all details with the "Create" or revoke with the "Cancel" button.

Note: Managers will be warned while creating a quote for the client with a risk score of 3.0 or less on the ProZ.com Blue Board:

Quote warned.png