A quote to a freelancer or applicant can be created or edited on the Quotes tab of the Freelancer/Applicant window. To create/edit a quote, follow the steps below:
1. Open the Main tab of the Freelancer/Applicant window and select the client or prospect.
2. Click the Quotes tab.
3. Click New or select and existing quote and click Edit.
Freelancer/applicant quotes can contain the following data:
Freelancer/Applicant — the name of the freelancer or applicant. Can not be edited manually.
Date sent — aside from reference purposes, this date will also be used by the Global Date filter.
Code — the quote code 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.
Status — settings in this drop-down list determine the color in which the quote will be shown in the list on the Quotes tab of the Freelancer/Applicant window or on the Clients/Prospects: Quotes window.
Possible Job — the name of the quote.
Request for Quote, Answer — enter a plain text note here.
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.
Audit — this tab tracks when and by whom the quote was created or modified.
Draft Timeline — expert quotes have a Start and Completion date, but no Deadline.
If the expert'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 Projetex database. To change the exchange rate for all future quotes, go to the Exchange Rates tab of the Corporate Settings menu.
See also:
Creating/Editing Client/Prospect Quotes
Saving, Printing and E-Mailing Quotes