Difference between revisions of "Send quote"
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From this page you can send the quote to the customer: check information, amend if needed, and select the “'''Send'''” button. | From this page you can send the quote to the customer: check information, amend if needed, and select the “'''Send'''” button. | ||
| − | [[File: | + | [[File:W quotes sending page.jpg|border|840px]] |
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| + | You may edit client's contacts right from this page. | ||
| + | |||
| + | To do that, click the "'''Edit client contacts'''": | ||
| + | |||
| + | [[File:W quotes edit client contacts.jpg|border|540px]] | ||
| + | |||
| + | For more details, please see the '''<U>[[Client view page – Contact persons tab|Client contact persons tab]]</U>''' page. | ||
Revision as of 17:14, 25 September 2017
Quote sending page: http://cloud.protemos.com/quote/ХХХХ (replace XXXX with a valid number)
From this page you can send the quote to the customer: check information, amend if needed, and select the “Send” button.
You may edit client's contacts right from this page.
To do that, click the "Edit client contacts":
For more details, please see the Client contact persons tab page.
You have the option not to send the quotes to the main contact.
You can select the person on client side who will be getting the quotes by default:
File:1Sending the quotes to contact.png
You may select and remove the recipients of quotes before sending the email:
So you can remove the primary contact from the recipients list and add someone else on the client’s side.
