Difference between revisions of "Quote details section"
From Protemos Wiki
| Line 3: | Line 3: | ||
| − | On this page, you’ll find general data about the | + | On this page, you’ll find general data about a particular quote. |
| + | |||
| + | Press '''"Actions"''' to see the set of operations that can be performed on this quote. | ||
You can send this quote to the client, mark it as sent, convert to project | You can send this quote to the client, mark it as sent, convert to project | ||
| Line 11: | Line 13: | ||
[[File:Quote buttons.jpg|Quote details page|1000px]] | [[File:Quote buttons.jpg|Quote details page|1000px]] | ||
| − | <span style="color:red">'''Note:''' The '''"Send"''' | + | <span style="color:red">'''Note:''' The '''"Send"''', '''"Mark as sent"''', and'''"Download as PDF"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables tab|receivables]]</U>''' entered.</span> |
Revision as of 17:02, 17 September 2018
Quote details tab page: http://cloud.protemos.com/quote/view?id=ХХХХ (replace XXXX with a valid number)
On this page, you’ll find general data about a particular quote.
Press "Actions" to see the set of operations that can be performed on this quote.
You can send this quote to the client, mark it as sent, convert to project
(begin to create a new project with this quote), cancel, clone, update or delete.
Note: The "Send", "Mark as sent", and"Download as PDF" buttons are not displayed in quotes with no receivables entered.
