Difference between revisions of "Send quote"

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(Default recipient)
(General information)
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You can send a quote to your client right from the system.
 
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:
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To do so, open the necessary quote and press the '''"Send"''' button:
  
[[File:Quote details send.png|border|1100px]]
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[[File:Quote details 1.png|border|700px]]
  
 
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.
 
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]]
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[[File:Send qoute page.png|border|900px]]
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<span style="color:red"> '''Note:''' </span> the quote cannot be sent if this quote represents a single option in a <U>'''[[Multi-quotes|multi-quote]]'''</U>.
  
 
=='''Carbon copy'''==
 
=='''Carbon copy'''==
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You may also send a carbon copy of the quote email to the emails of your management team:
 
You may also send a carbon copy of the quote email to the emails of your management team:
  
[[File:Send quote page CC.jpg|border|400px]]
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[[File:Quote CC to managers.png|border|400px]]
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You can send CC to managers assigned to the quote and to other managers with the level of '''<U>[[Access rights|access rights]]</U>''' no lower than '''Senior project and client finance manager'''.
  
 
=='''Date, time and cost of delivery'''==
 
=='''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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As you can see, the system automatically adds the date, time and cost of potential project delivery to the email:
  
[[file:Send quote page date, time and cost.jpg|border|800px]]
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[[file:Send quote time and cost.png|border|700px]]
  
 
=='''Edit contact '''==
 
=='''Edit contact '''==
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To do that, click the '''"Edit client contacts"''' link:
 
To do that, click the '''"Edit client contacts"''' link:
  
[[File:W quotes edit client contacts.jpg|border|500px]]
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[[File:Quote edit contacts.png|border|600px]]
  
 
For more details, please see the '''<U>[[Client view page – Contact persons tab|Client contact persons tab]]</U>''' page.
 
For more details, please see the '''<U>[[Client view page – Contact persons tab|Client contact persons tab]]</U>''' page.
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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 leave the '''Contact person''' field unfilled when creating a quote:
  
[[File:W quote sending without default recipient.jpg|border|440px]]
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[[File:Quote without cl contact.png|border|600px]]
  
 
In this case, the primary user will be the default recipient of the quote.  
 
In this case, the primary user will be the default recipient of the quote.  
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To do that, just specify a recipient while creating the quote:
 
To do that, just specify a recipient while creating the quote:
  
[[File:W quote specific recipient.jpg|border|440px]]
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[[File:Quote with cl contact.png|border|600px]]
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 +
<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 person will be displayed on the PDF file of the quote.
  
=='''Adding and removing recipients'''==
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=='''Add and remove recipients'''==
  
 
You may select and remove the recipients of quotes before sending the email:
 
You may select and remove the recipients of quotes before sending the email:
  
[[File:Vendor new quote.jpg|border|550px]]
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[[File:Quote change receipients.png|border|900px]]
  
 
For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.
 
For instance, you can remove the primary contact from the recipients' list and add someone else on the client’s side.
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If you want to make a contact person disappear from the drop-down lists, please do the following:
 
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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Go to the client's profile, select the '''Contact persons''' tab and click the '''"Update"''' button in the necessary contact row:
  
[[File:Vendor contact update.jpg|border|1000px]]
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[[File:Client contacts tab.png|border|1000px]]
  
 
It will open the '''<U>[[Client contact person update|Update contact person]]</U>''' page.
 
It will open the '''<U>[[Client contact person update|Update contact person]]</U>''' page.
  
[[file:Unmark cont.person.jpg|border|500px]]
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Unmark the '''"Active"''' checkbox and confirm it with the '''"Update"'''  button:
  
Unmark the checkbox "'''Active'''" and confirm it with the "'''Update'''"  button.
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[[file:Client contuct unmark Active.png|border|500px]]
  
The contact person will not appear in the drop-down list next time you send the quote.
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The contact person will not appear in the drop-down list when sending a quote next time.

Revision as of 08:39, 22 June 2020

General information

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

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

Quote details 1.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.

900px

Note: the quote cannot be sent if this quote represents a single option in a multi-quote.

Carbon copy

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

Quote CC to managers.png

You can send CC to managers assigned to the quote and to other managers with the level of access rights no lower than Senior project and client finance manager.

Date, time and cost of delivery

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

700px

Edit contact

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

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

Quote edit contacts.png

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

Default recipient

You can leave the Contact person field unfilled when creating a quote:

Quote without cl contact.png

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:

Quote with cl contact.png

Note: If you define a contact person on the client side when creating a quote, this contact person will be displayed on the PDF file of the quote.

Add and remove recipients

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

Quote change receipients.png

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

Client contacts tab.png

It will open the Update contact person page.

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

Client contuct unmark Active.png

The contact person will not appear in the drop-down list when sending a quote next time.