Navigation:  Projetex Operations > Managing Quotes > Creating Quotes

There are two ways of creating a new quote to client in Projetex:

A — Using New Quote Wizard. To create a quote to client, on New... menu click Quote, and follow the steps of New Quote Wizard. This option may not be available to some users due to their access rights limitations.

B — Creating a new quote to client on the Quotes tab of Client window. To create a quote, follow the steps below:

1. Open Main tab of Client window.

2. Select a Client.

3. Click Quotes tab.

4. Click New button.

5. Fill in the fields in the New Quote window.