Quotes to Clients window
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Quotes to Clients window provides an overview of all quotes, issued to all clients. The options available for this window are the same as those for Quotes tab of Client window. The major differences are: – Quotes to Clients window displays all quotes for all clients. – New quotes cannot be created using this window. – Existing quotes cannot be deleted using this window. To create a new quote to client, open Main tab of Client window, select that client, then switch to Quotes tab of Client window and create your quote from there. To quickly create a project based on a quote, select it and click Create project Based on Quote button. This will create a project with the same timeline and client jobs as in the quote, this project is based on.
Quote Status 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:
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