Note:
After a project based on a quote has been created, information about the
quote related to this project will be available in the Edit Project window
and in the Project profile of the Project window.
The Quotes window provides an overview of all quotes, issued to all clients. The options available for this window are the same as those for the Quotes tab of Client window. The major differences are:
The Quotes 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 a client, open the Main tab of the Client window, select that client, then switch to the Quotes tab of the Client window and create your quote from there.
To quickly create a project based on a quote, select it and click the Create project Based on Quote button. This will create a project with the same timeline and client jobs as in the quote on which this project is based. If the quote folder contains any files, Projetex will query whether these files must be copied to the project folder of the new project.
Note:
After a project based on a quote has been created, information about the
quote related to this project will be available in the Edit Project window
and in the Project profile of the Project window.
Quote Status
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:
Blue for unknown quote status
Green for accepted quote status
Red for rejected quote status
Purple for received or corrected quote status
Note:
You can change these colors in the Colors:
Status tab of the User Settings menu in the Backstage view.
See also: