Quotes tab of Client window
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Quotes to client can be managed on the Quotes tab of 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, Version 9.0 quotes can be saved to a printable file or printed. Please refer to Client Quote topic for more details. Accepted quotes can be used to quickly create a projects based on them. When you create project based on quote, all draft client jobs of this quote become client jobs in new project, retaining service, volume and price information. Creating project based on quote will not delete this quote. A quote can have one of the three statuses: Unknown, Accepted and Rejected. Depending on its current status, the quote will be marked with different color in the quotes list:
Status of the quote can be changed in the Edit Client Quote window. Please refer to Client Quote topic for more details. To manage quotes for certain client, select this client in the list on the Main tab of Client window and click Quotes tab.
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