Create quote

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Revision as of 16:40, 4 March 2020 by Aleksandra.d (talk | contribs) (New quote)

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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:

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2. Or you may go to Quotes ⇾ Quotes list, and press the "New quote" button

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

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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:

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4. Then you may upload CAT log files or enter them manually if needed:

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5.Enter receivables to indicate the amount to be charged from the client:

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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:

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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):

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Quote from Quote request

Quote statuses

Quote request statuses