Client window > Quotes page        

Quotes page of the Client window allows you to create, edit or delete quotes for your client’s assignment(s). Quotes can be turned into projects with one click. A general view of the page is given below:

To open the Quotes page, open the Client window and then click Quotes tab.

Quotes page is divided into two parts.

In the left part you can see the list of Quotes created and buttons for managing them, creating new ones and converting Quote to a Project.

In the right part client jobs for the selected (in the list on the left) quote are displayed; it also contains buttons for their managing.

Lets take a look on the left part of the Quotes page, list of quotes and control buttons.

To create a quote click New Quote button and enter all necessary details on the New Client Quote window displayed.

Here you can specify the client's project manager (Client PM button), assign corporate project manager (Corporate PM button), add presumable client jobs, set draft timeline, data sent, create folder for this quote etc; Request for Quote and Answer tabs are usually used to enter an expert request for quote details and your answer. After you save the quote clicking OK it is added to database and can be exported to .rtf (saving in .rtf is accessible from Edit Client Quote window).

To view or change existing quote select it from the list and click Edit button or double-click the quote. Quote's details will be displayed in the Edit Client Quote window.

Most of the fields of the Edit Client Quote dialog box are the same is in the New Client Quote window described above. But here you can also select the .rtf template for the quote, save, view or print the .rtf file containing the quote (Use RTF Templates drop-down list and Save, Save&Open and Print buttons).

Note: You can change quote status (Unknown\Accepted\Rejected) and the quote will be marked with different color in the list: blue\green\red correspondingly:

Status of the quote can be changed from the Edit/New Client Quote windows.

Using Status down list you can select to display only Quotes with certain status: Unknown/Accepted/Rejected.

Further, you can delete a quote just by selecting it, and clicking Delete. In the pop-up Confirm window, click Yes to delete the record, or click No to leave it on the page.

If your quote was accepted, you can easily convert it to a new project by selecting the necessary quote and clicking Create Project Based on Quote button. If you confirm the action, all available information from the Quote will be copied to a new Project and you will jump to Project window displaying it.

As it was mentioned above, the right part of the Quotes page is displaying Client Jobs of selected from the list on the right Quote.

Using New/Edit/Delete buttons you can correspondingly add a new job to the quote, edit and delete the existing jobs.(it also can be done from the Edit Client Quote window, see above ).

As any table you can find in Projetex 2006 , list of Quotes and list of Client Jobs can be sorted by each column values by clicking the corresponding column caption.
Right-click on the list to access Customize Columns and Vertical View commands, which allow to correspondingly customize which columns you want to be displayed and to see the selected record in vertical view.
See Right-click menu for details.

See Also:

Quotes, Invoices, Payments, Accounts and Client Folders windows

Client window