Difference between revisions of "Create quote"
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=='''Quote statuses'''== | =='''Quote statuses'''== | ||
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| + | *'''Draft status'''—a newly created quote gets this status. | ||
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| + | [[File:Status draft.png|border|290px]] | ||
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| + | *'''Sent status'''—the quote gets this status if the manager send or mark as sent the quote. | ||
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| + | [[File:Status Sent.png|border|290px]] | ||
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| + | *'''Accepted status'''—the quote gets this status if the client accepted the proposal. The manager can also accept the quote if necessary. | ||
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| + | [[File:Status accepted.png|border|300px]] | ||
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| + | *'''Rejected status'''—the quote gets this status if the client rejected the proposal. The manager can also reject the quote if necessary. | ||
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| + | [[File:Status rejected.png|border|300px]] | ||
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| + | At all steps the manager can move to '''Draft''', '''Clone''' or '''Delete''' the quote by pressing the corresponding buttons: | ||
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| + | [[File:Draft clone delete.png|border|250px]] | ||
=='''Quote request statuses'''== | =='''Quote request statuses'''== | ||
Revision as of 17:47, 4 March 2020
New quote page: https://cloud.protemos.com/quote/create
New quote
There are two ways to create a quote:
1. Press the Quotes menu on the top panel and then click New quote:
2. Or you may go to Quotes ⇾ Quotes list, and press the "New quote" button
In both cases, it will open the New quote page where you can specify all basic details for the quote:
Confirm all details with the "Create" or revoke with the "Cancel" button.
3. Having created the quote, you can upload the files or links to files (file URLs) you received from the client if any:
4. Then you may upload CAT log files or enter them manually if needed:
5.Enter receivables to indicate the amount to be charged from the client:
6. 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:
7. Check if everything is correct and press "Send" to send the quote to the client or Mark as sent (the client will not get any notifications):
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:
Having accepted the quote both you and the client can "Create project"
Quote from Quote request
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 pressing the corresponding buttons:
