Difference between revisions of "Quote details section"
From Protemos Wiki
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<span style="color:red">'''Note:'''</span> The '''"Send"''' and '''"Mark as sent"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables section|receivables]]</U>''' entered. | <span style="color:red">'''Note:'''</span> The '''"Send"''' and '''"Mark as sent"''' buttons are not displayed in quotes with no '''<U>[[Quote receivables section|receivables]]</U>''' entered. | ||
| − | <span style="color:red">'''Note:'''</span> If you define a contact person on the client side when '''<U>[[Create quote|creating a quote]]</U>''' they will be displayed on a PDF file of the quote. | + | <span style="color:red">'''Note:'''</span> If you define a contact person on the client side when '''<U>[[Create quote|creating a quote]]</U>''', they will be displayed on a PDF file of the quote. |
Revision as of 15:30, 12 July 2019
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 your client, mark it as sent, convert it to a project
(begin to create a new project with this quote), cancel, download this quote in PDF format, clone, update or delete.
Note: The "Send" and "Mark as sent" buttons are not displayed in quotes with no receivables entered.
Note: If you define a contact person on the client side when creating a quote, they will be displayed on a PDF file of the quote.
