Having received quotes from suppliers, the Service Provider analyses the offers and sends the best quote to the Customer.
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- In Projects > All Projects, find the project.
It will have the status 'Responses Received' and the Next Action 'Send Quote'.
- Click the Send Quote button.
The Quote page will appear showing the Project Parts, Email and PDF Message field.
- Select In the Parts section, select each Project Part you want a quote for by selecting the Part's checkbox
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- Customise In the Email section, customise the email content as required.
For more information on how to do this see Customising an Email.
- In the PDF Message section, enter a PDF message if required.
The PDF contains all information needed by the Supplier to provide a quote, such as the product specification and quantity.
The PDF Message box can be used to communicate any additional information to the Supplier. It will appear in a separate section on the PDF.
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