Difference between revisions of "Send quote"

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(General information)
(Default recipient)
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=='''General information'''==
 
=='''General information'''==
  
From this page you can send the quote to the customer: check information, amend if needed, and press the '''"Send"''' button.
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You can send a quote to your client right from the system.
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To do so, open the necessary quote, press '''"Actions"''', and then click the "Send" button:
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[[File:Quote details send.png|border|1100px]]
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It will display the '''Send quote''' page where you can send the quote to the customer: check information, amend if needed, and press the '''"Send"''' button.
  
 
[[File:Send quote page new.jpg|border|840px]]
 
[[File:Send quote page new.jpg|border|840px]]
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You may edit the client's contacts right from this page.
 
You may edit the client's contacts right from this page.
  
To do that, click the "'''Edit client contacts'''":
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To do that, click the '''"Edit client contacts"''' link:
  
 
[[File:W quotes edit client contacts.jpg|border|500px]]
 
[[File:W quotes edit client contacts.jpg|border|500px]]
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=='''Default recipient'''==
 
=='''Default recipient'''==
  
You can live the "'''Contact person'''" field unfilled while creating a quote:
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You can live the '''Contact person''' field unfilled while creating a quote:
  
 
[[File:W quote sending without default recipient.jpg|border|440px]]
 
[[File:W quote sending without default recipient.jpg|border|440px]]

Revision as of 16:24, 12 July 2019

General information

You can send a quote to your client right from the system.

To do so, open the necessary quote, press "Actions", and then click the "Send" button:

Quote details send.png

It will display the Send quote page where you can send the quote to the customer: check information, amend if needed, and press the "Send" button.

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Carbon copy

You may also send a carbon copy of the quote email to the emails of your management team:

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Date, time and cost of delivery

As you can see, the system automatically adds the date, time and cost of a potential project delivery to the email:

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Edit contact

You may edit the client's contacts right from this page.

To do that, click the "Edit client contacts" link:

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For more details, please see the Client contact persons tab page.

Default recipient

You can live the Contact person field unfilled while creating a quote:

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In this case, the primary user will be the default recipient of the quote.


You have the option not to send quotes to the primary user.

To do that, just specify a recipient while creating the quote:

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Adding and removing recipients

You may select and remove the recipients of quotes before sending the email:

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For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.

If you want to make a contact person disappear from the drop-down lists, please do the following:

Go to client's profile, select the "Contact persons" tab and click the "Update" button in the necessary contact row:

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It will open the Update contact person page.

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Unmark the checkbox "Active" and confirm it with the "Update" button.

The contact person will not appear in the drop-down list next time you send the quote.