Quotes list

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Quotes list page: http://cloud.protemos.com/quote/index


On the “Quotes” page you can:

- Create new quotes

- View the list of quotes and search quotes with filters

- Open each quote for editing

- Export the list of all quotes to Excel

Create quote

You can start creating a new quote by pressing the "New quote" button on the Quotes page:

New quote button.jpg

Or go to the Quotes menu on the top panel and then click New quote:

Quotes menu new Q.jpg

It will bring you to the New quote page. For more details, please see the Create quote page.

You may also create Protemos quotes from SmartCAT projects by clicking the "New quote from SmartCAT" button.

For more detailed instructions, please see the Create Protemos quotes from SmartCAT projects section.

Search quotes with filters

By default, you can see all the quotes in your database, 50 per page.

If you want to hide or display some quotes from the list, you may apply filters.

You can hide or display filter fields by pressing the Filter arrow gray.jpg button in the upper right corner.

W qoutes filter not applied.jpg

So you can enter the data into the appropriate fields and press the "Apply" button, see example:

W qoutes filter is applied.jpg

As you can see, the filter header turns red. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the Filter arrow red.jpg button.

Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.

You can expand the collapsed filter back by pressing the Filter arrow red.jpg button again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button. The header color will turn to gray, which means that no filter is currently applied.

Quote filters description

  • Quote code — displays only the quotes with the code containing the entered value.
  • Quote name — displays only the quotes with the name containing the specified text.
  • Description — displays only the quotes with the description containing the specified text.
  • Statuses — displays only the quotes with the specified status (Active, Rejected, Converted to project).
  • Start date — displays only the quotes which were started in the specified period of time.
  • Deadline date — displays only the quotes with deadlines in the specified period of time.
  • Primary manager — displays only the quotes for a specific primary manager.
  • Secondary manager — displays only the quotes for a specific secondary manager.
  • Client — displays only the quotes for a specific client.
  • Receivable PO — displays only the quotes containing the entered PO number determined by the client.
  • No receivables — displays only the quotes without receivables.
  • Unsent— displays only the unsent quotes.

Open quote

If you click any quote name in the list, you will open the Quote details page:

Quote name clicking.jpg

Export to Excel

You can export all the displayed table of quotes to Excel by pressing the “Export to Excel” button over the upper right corner of the table:

Quotes export to excel button.jpg