Difference between revisions of "Send quote"

Revision as of 16:44, 27 September 2017

Quote sending page: http://cloud.protemos.com/quote/ХХХХ (replace XXXX with a valid number)

General information

From this page you can send the quote to the customer: check information, amend if needed, and select the “Send” button.

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Сontact editing

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

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

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

Default recipient of the quote

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

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

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

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

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Adding and removing the 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 on 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.