Difference between revisions of "Create quote"
From Protemos Wiki
Aleksandra.d (talk | contribs) (→Quote request statuses) |
|||
| (41 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | New quote page: https://cloud.protemos.com/quote/create | + | ''New quote page: [https://cloud.protemos.com/quote/create cloud.protemos.com/quote/create]'' |
| + | |||
| + | ---- | ||
=='''New quote'''== | =='''New quote'''== | ||
| Line 5: | Line 7: | ||
There are two ways to create a quote: | There are two ways to create a quote: | ||
| − | 1. | + | 1. Click the '''Quotes''' menu on the top panel and then click the '''New quote''' button: |
| − | [[File: | + | [[File:New quote.png|border|100px]] |
| − | 2. Or you may go to '''Quotes => Quotes list''', and | + | 2. Or you may go to '''Quotes => Quotes list''', and click the '''"New quote"''' button: |
| − | [[File:New quotes from.png|border| | + | [[File:New quotes from.png|border|900px]] |
In both cases, it will open the '''New quote''' page where you can specify all the basic details for the quote: | In both cases, it will open the '''New quote''' page where you can specify all the basic details for the quote: | ||
| − | [[ | + | [[File:New quote page.png|border|1000px]] |
3. Record the quote with the '''"Create"''' button. | 3. Record the quote with the '''"Create"''' button. | ||
| Line 22: | Line 24: | ||
'''<U>[[Quote files section|upload the files or links to files]]</U>''' (file URLs) you received from the client if any: | '''<U>[[Quote files section|upload the files or links to files]]</U>''' (file URLs) you received from the client if any: | ||
| − | [[File:FILES.png|border| | + | [[File:FILES.png|border|900px]] |
5. Then you may upload '''<U>[[Quote CAT logs section|CAT log files or enter them manually]]</U>''' if needed: | 5. Then you may upload '''<U>[[Quote CAT logs section|CAT log files or enter them manually]]</U>''' if needed: | ||
| − | [[File:Calogs.png|border| | + | [[File:Calogs.png|border|900px]] |
| − | 6.'''<U>[[Quote receivables section|Enter receivables]]</U>''' to indicate the amount to be charged from the client: | + | 6. '''<U>[[Quote receivables section|Enter receivables]]</U>''' to indicate the amount to be charged from the client: |
| − | [[File:New receivables.png|border| | + | [[File:New receivables.png|border|900px]] |
7. In the '''Taxes''' section you can '''<U>[[Quote taxes section|define taxes]]</U>''' so that your client can see how much you are going to charge them with taxes included: | 7. In the '''Taxes''' section you can '''<U>[[Quote taxes section|define taxes]]</U>''' so that your client can see how much you are going to charge them with taxes included: | ||
| − | [[File:Taz taz.png|border| | + | [[File:Taz taz.png|border|900px]] |
| − | 8. Check if everything is correct and | + | 8. Check if everything is correct and click '''"Send"''' to '''<U>[[Send quote|send the quote]]</U>''' to the client or '''"Mark as sent"''' (the client will not get any notifications): |
| − | [[File:Quote details 1.png|border| | + | [[File:Quote details 1.png|border|900px]] |
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''': | 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:121.png|border| | + | [[File:121.png|border|900px]] |
10. Having accepted the quote both you and the client can '''"Create project"''' | 10. Having accepted the quote both you and the client can '''"Create project"''' | ||
| − | [[File:21.png|border| | + | [[File:21.png|border|900px]] |
<span style="color:red">'''Note:'''</span> The account administrator can disable project creation by clients. | <span style="color:red">'''Note:'''</span> The account administrator can disable project creation by clients. | ||
| − | =='''New Quote from | + | If necessary, you can also '''<U>[[Quote jobs section|add jobs]]</U>''' and '''<U>[[Quote payables section|payables]]</U>''' to quotes. For more info, check the article below. |
| + | |||
| + | ===Jobs and payables in quotes=== | ||
| + | |||
| + | To add a job, click the "New job" button: | ||
| + | |||
| + | [[File:Add job to quote1.png|border|900px]] | ||
| + | |||
| + | Once the job is created, you can add payables: | ||
| + | |||
| + | [[File:Add payables to quote1.png|border|900px]] | ||
| + | |||
| + | Having added receivables and payables, you will be able to see a profit and profit margin in a quote finances summary: | ||
| + | |||
| + | [[File:Quote finances summary.png|border|400px]] | ||
| + | |||
| + | =='''New Quote from quote request'''== | ||
If you get a quote request from a client, first you will receive an email notification with the details: | If you get a quote request from a client, first you will receive an email notification with the details: | ||
| Line 56: | Line 74: | ||
[[File:Email notification.png|border|450px]] | [[File:Email notification.png|border|450px]] | ||
| − | You can open the quote request directly from the email, or you may go to '''Quotes | + | You can open the quote request directly from the email, or you may go to '''Quotes → Quote requests list: |
[[File:Quote request tab.png|border|150px]] | [[File:Quote request tab.png|border|150px]] | ||
| Line 64: | Line 82: | ||
[[File:Quote request list.png|border|1000px]] | [[File:Quote request list.png|border|1000px]] | ||
| − | Having checked the quote request detail, | + | Having checked the quote request detail, click the '''"Create quote"''' button: |
[[File:Screensh1ot 1.png|border|650px]] | [[File:Screensh1ot 1.png|border|650px]] | ||
| + | |||
| + | The quote created from quote request cannot be moved to draft. | ||
=='''Quote statuses'''== | =='''Quote statuses'''== | ||
| − | *'''Draft status''' | + | *'''Draft status''' — a newly created quote gets this status. |
[[File:Status draft.png|border|290px]] | [[File:Status draft.png|border|290px]] | ||
| − | *'''Sent status''' | + | *'''Sent status''' — the quote gets this status if the manager send or mark as sent the quote. |
[[File:Status Sent.png|border|290px]] | [[File:Status Sent.png|border|290px]] | ||
| − | *'''Accepted status''' | + | *'''Accepted status''' — the quote gets this status if the client accepted the proposal. The manager can also accept the quote if necessary. |
[[File:Status accepted.png|border|300px]] | [[File:Status accepted.png|border|300px]] | ||
| − | *'''Rejected status''' | + | *'''Rejected status''' — the quote gets this status if the client rejected the proposal. The manager can also reject the quote if necessary. |
[[File:Status rejected.png|border|300px]] | [[File:Status rejected.png|border|300px]] | ||
| − | At all steps the manager can move to '''Draft''', '''Clone''' or '''Delete''' the quote by | + | At all steps the manager can move to '''Draft''', '''Clone''' or '''Delete''' the quote by clicking the corresponding buttons: |
[[File:Draft clone delete.png|border|250px]] | [[File:Draft clone delete.png|border|250px]] | ||
| + | |||
| + | <span style="color:red">'''Note:'''</span> A quote created from quote request cannot be moved to draft. | ||
=='''Quote request statuses'''== | =='''Quote request statuses'''== | ||
| − | *'''New status''' | + | *'''New status''' — the quote request gets this status, once a client sends it to the manager. |
[[File:Status new quote request.png|border|300px]] | [[File:Status new quote request.png|border|300px]] | ||
| − | *'''Quoted status''' | + | *'''Quoted status''' — the quote request gets this status, once the client accepts the quote created from the quote request. |
[[File:Status quoted quot request.png|border|300px]] | [[File:Status quoted quot request.png|border|300px]] | ||
| − | *'''Rejected status''' | + | *'''Rejected status''' — the quote request gets this status, once the client rejects the quote created from the quote request. |
[[File:Status rejected quote request.png|border|300px]] | [[File:Status rejected quote request.png|border|300px]] | ||
| + | |||
| + | If you delete a quote created from a quote request, then the quote request will get the '''"New"''' status, and you will be able to create a quote again. | ||
Latest revision as of 17:19, 27 September 2022
New quote page: cloud.protemos.com/quote/create
Contents
New quote
There are two ways to create a quote:
1. Click the Quotes menu on the top panel and then click the New quote button:
2. Or you may go to Quotes => Quotes list, and click the "New quote" button:
In both cases, it will open the New quote page where you can specify all the basic details for the quote:
3. Record the quote with the "Create" button.
4. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any:
5. Then you may upload CAT log files or enter them manually if needed:
6. Enter receivables to indicate the amount to be charged from the client:
7. In the Taxes section you can define taxes so that your client can see how much you are going to charge them with taxes included:
8. Check if everything is correct and click "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"
Note: The account administrator can disable project creation by clients.
If necessary, you can also add jobs and payables to quotes. For more info, check the article below.
Jobs and payables in quotes
To add a job, click the "New job" button:
Once the job is created, you can add payables:
Having added receivables and payables, you will be able to see a profit and profit margin in a quote finances summary:
New Quote from quote request
If you get a quote request from a client, first you will receive an email notification with the details:
You can open the quote request directly from the email, or you may go to Quotes → Quote requests list:
And click on the quote request code:
Having checked the quote request detail, click the "Create quote" button:
The quote created from quote request cannot be moved to draft.
Quote statuses
- Draft status — a newly created quote gets this status.
- Sent status — the quote gets this status if the manager send or mark as sent the quote.
- Accepted status — the quote gets this status if the client accepted the proposal. The manager can also accept the quote if necessary.
- Rejected status — the quote gets this status if the client rejected the proposal. The manager can also reject the quote if necessary.
At all steps the manager can move to Draft, Clone or Delete the quote by clicking the corresponding buttons:
Note: A quote created from quote request cannot be moved to draft.
Quote request statuses
- New status — the quote request gets this status, once a client sends it to the manager.
- Quoted status — the quote request gets this status, once the client accepts the quote created from the quote request.
- Rejected status — the quote request gets this status, once the client rejects the quote created from the quote request.
If you delete a quote created from a quote request, then the quote request will get the "New" status, and you will be able to create a quote again.
