Creating quotes to clients

All quote information can be added or changed in the Edit Quote window. To open this window for a quote double-click this quote in the list. To create a new quote, click the New Quote button.

Client PM - select one of the client's contacts as the project manager for this draft project (on the client's side). Please see the Contacts topic for details.

Date sent - apart from reference purposes, this date will also be used by the Global Date filter. Please see the Global Date Filter topic for details.

Code - the code of the quote is generated automatically. In this code the "Q" character means that this is a quote, the letters afterwards represent the code of the client and the number is the value of the quote counter for this client. Each client has an independent code counter for quotes.

NOTE: Although the quote code cannot be edited directly, the quote counter can be advanced forward by assigning a higher next code value in the client's profile. Please see the Next Client Codes topic for details.

Status - the settings in this drop-down list determine the color in which the quote will be shown on the Quotes tab of the Client window or on the Client Quotes window.

Draft Project - the name of the quote. This will also become the name of a project created based on this quote. A draft project name can contain 100 characters maximum.

Client Jobs - lists the draft client jobs of this quote. Use the Customize columns option to configure which data should be displayed. Please see the Draft Client Job topic for more details.

If the client's currency differs from your base currency, the Currency Exchange Rate button will be available. By clicking this button, you may change the currency exchange rate used in this quote. Note that this button does not change the general exchange rate stored in your TO3000 database. To change exchange rate for all future credit notes, go to the Exchange Rates tab of the Business Settings.

Request for Quote, Answer - enter a plain text note here.

Quote folder - quote folders are created in the Quotes folder located inside each client's folder. The quote code is used in naming the quote folder. Click the Folder button on the right side of the field to open the folder in TO3000 Explorer (creating it if it does not exist yet).

Draft Timeline - like a regular project, a quote has assigned and deadline dates.

Custom Fields - quotes can also contain custom data (for example custom statuses, dates or notes) added in the form of custom fields. If you have any custom fields in quotes to clients, their controls can be found on the Custom Fields tab. For more information on adding custom fields, please see the Custom Fields topic.

Saving / printing / Emailing Client Quotes

You can print quotes or save them in text files by selecting an RTF template and clicking the Save, Save and Open or Print buttons at the bottom of the window. Click Send Mail to open the Mail Sender for the generated quote.

NOTE: You can choose to save the output file in PDF or DOC formats by selecting this format in the Save As window with the help of the Save as type drop–down list.

To edit templates for quotes click User Settings in the Backstage view and select Templates. Templates for Client Quotes are located in the C:\Users\Public\Documents\AIT\TO3000 3D\Templates\CLIENTS\Quotes\ folder.