Navigation:  Projetex Operations > Managing Quotes > New/Edit Quote Window

This window can be used to add or edit client quotation details. Client quote can contain the following data:

Client PM — select one of client's contacts as project manager or contact for this draft project (on the client's side).

Corporate PM — select one of staff members to be project manager for this draft project (on your side).

Date sent — except for reference this date will also be used by Global Date filter.

Code — code of the quote is generated automatically. In this code "Q" character means that this is a quote, letters afterwards represent code of the client and the number is the value of quote counter for this client. Each client has independent code counter for quotes.

Note: Although quote code cannot be edited directly, quote counter can be advanced forward by assigning 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 Quotes tab of Client window or on Quotes to Clients window.

Draft Project — name of the quote. This will also become the name of a project created based on this quote. Draft project name may contain 100 characters maximum.

Client Jobs — lists draft client jobs of this quote. Right-click this table and click Customize columns command to configure which data should be displayed.

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.

Quote folder — quote folders are created in Quotes folder located inside each client folder. Quote code is used in naming the quote folder.

Draft Timeline — like a regular project, quote has assigned and deadline dates.

If client currency differs from your base currency, 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 general exchange rate stored in your Projetex database. To change exchange rate for all future quotes, go to Exchange Rates tab of the Corporate Settings menu.