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Having received quotes from suppliers, the Service Provider analyses the offers and sends the best quote to the Customer.

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  1. In Projects > All Projects, find the project.
    It will have the status 'Responses Received' and the Next Action 'Send Quote'.
  2. Click the Send Quote button.
    The Quote page will appear showing the Project Parts, Email and PDF Message field.



  3. Select each Project Part you want a quote for by selecting the Part's checkbox 
    Include Page
    Checkbox icon
    Checkbox icon
    .

  4. Customise the email content as required.
    For more information on how to do this see Customising an Email.


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