Send quote

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Revision as of 15:24, 12 July 2019 by Anatoly.k (talk | contribs) (Default recipient)

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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.


Carbon copy

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


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:


Edit contact

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

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


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:


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:


Adding and removing recipients

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


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:


It will open the Update contact person page.


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.