Quote requests

From Protemos Wiki
Jump to: navigation, search

Quote requests list page: https://cloud.protemos.com/quote-request/index


General information

On the Quote requests page you can:

—View the list of quote request and search them with filters.

—Open each quote requests for editing.

—Check clients' profiles and created quotes from quote requests.

Open quote request

If you click on the quote request code, the Quote request page will be opened:

Q reuqest code1.png

And you can also go to a client profile right from this page by clicking on the client's name, and to check the created Quote if it was done, by clicking the Quote code.

Quote requests filters

Filters quote request.png

  • Quote request code—displays only the quote requests with the code containing the entered value.
  • Quote request name—displays only the quote requests with the name containing the specified text.
  • Description—displays only the quote requests with the description containing the specified text.
  • Client—displays only the quote requests for a specific client.
  • Specialization—displays only quote requests with the required specializations.
  • Statuses—displays only the quote requests with the specified status (New, Quoted, Rejected).
  • Start date—displays only the quote requests which were started in the specified period of time.
  • Delivery date—displays only the quote requests with the date of delivery in the specified period of time.
  • Created date range—displays only the quote requests in the specified period of time.