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  • ...r of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers. ===='''Include CAT log details in quote and client invoice PDF'''====
    9 KB (1,540 words) - 18:03, 16 December 2022
  • ...from the system. After the invoice is sent, the system records the date of sending. ...ustomer’s portal, etc.), you may use this button to remember the date of sending.
    9 KB (1,487 words) - 16:19, 9 November 2022
  • You can send a quote to your client right from the system. To do so, open the necessary quote and click the '''"Send"''' button:
    3 KB (531 words) - 10:32, 13 September 2022
  • ...'''"Can log in"''' checkbox can receive corresponding notification, create quote requests, projects from the system. =='''Add new quote'''==
    40 KB (6,336 words) - 12:37, 19 June 2023
  • ''Multi-quotes page:'' https://cloud.protemos.com/multi-quote/index Multi-quote is a potential project with several options, consisted of several quotes.
    4 KB (693 words) - 17:19, 23 September 2022
  • You can create your own quote, multi-quote, and client invoice email templates. =='''Quote templates'''==
    4 KB (646 words) - 14:16, 15 August 2022
  • [[File:Quote email templates.1.png|border|1070px]] ...finances|'''finance report''']]</U>, filters added to <U>[[quote_report|'''quote report''']]</U>, filter by country to <U>[[Reports_–_Clients_–_Finances
    16 KB (2,548 words) - 11:12, 3 May 2023