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CrisisHelper - First Aid in Tough Times of World Economic Crisis

tologo Edit Client Quote window

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In the Edit Client Quote window you can modify the Quote details: change its status, draft jobs details etc.

Edit Client Quote window opens on Edit button click (or double-clicking the Quote) from the Quotes page of Client window (where the quotes to the particular client are displayed) or from the Quotes to Clients window (where all quotes from the database are displayed).


edit quote


Most of the fields of the Edit Client Quote dialog box are the same is in the New Client Quote window. 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).


_bm3 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:


(the colors can be changed in the Personal Settings).




See Also:

Creating a Project based on the Quote

Modifying a Quote


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