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Quotes to client can be managed on the Quotes tab of the Client window. A quote can contain a number of draft client jobs, each job representing a service and its price being quoted. Like most workflow documents in TO3000 3D, quotes can be saved to a printable file or printed. Please refer to the Creating quotes to clients topic for more details. Accepted quotes can be used to quickly create projects based on them. When you create a project based on quote, all draft client jobs of this quote become client jobs in the new project, retaining their service, volume and price information. Creating a project based on a quote will not delete the quote itself. A quote can have one of the five statuses: Unknown, Accepted , Rejected, Received and Corrected. Depending on its current status, the quote will be marked with a different color in the quotes list:
The status of a quote can be changed in the Edit Client Quote window. Please refer to the Creating quotes to clients topic for more details. To manage quotes for a certain client, select the client in the list on the Main tab of the Client window and click the Quotes tab.
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