Difference between revisions of "Quote details section"

Revision as of 13:37, 11 March 2020

On this page you’ll find general data about a particular quote.

Here you can Send, Mark as sent, Download as PDF the quote, Create or link the quote with the Smartcat project:

Press "More actions" to clone, update or delete it:

You also can add tags here by clicking the "Add tags" button:

@@ Line 2: / Line 2: @@
 On this page you’ll find general data about a particular quote.
-Here you can download this quote in PDF format by pressing the '''"Download as PDF"''' button.
+Here you can '''Send''', '''Mark as sent''', '''Download as PDF''' the quote, '''Create or link the quote with the Smartcat project''':
-<span style="color:red">'''Note:'''</span> If you define a contact person on the client side when '''<U>[[Create quote|creating a quote]]</U>''', this contact will be displayed on a PDF file of the quote.
+[[File:Quote details all buttons .png|border|800px]]
-Press '''"Actions"''' to see the set of operations that can be performed on this quote.
+Press '''"More actions"''' to clone, update or delete it:
-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, clone, update or delete it.
+[[File:Quote details more actions.png|border|800px]]
-[[File:Quote details all buttons .png|border|800px]]
+You also can add tags here by clicking the '''"Add tags"''' button:
-<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.
+[[File:Quote details tags.png|border|800px]]