Having received quotes from suppliers, the Service Provider analyses the offers and sends the best quote to the Customer.
...
- 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 Email and PDF message fieldMessage fields.
Select the Project Parts
Image Added
- In the Parts section, select each Project Part you want a quote for by selecting a the Part's checkbox
| excerpt-include |
|---|
| Checkbox icon |
|---|
| Checkbox icon |
|---|
| nopanel | true |
|---|
|
.
...
- .
- 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 in the PDF.
- Click the Preview button to check the PDF before sending.
If necessary, you can modify the email and PDF message as required, until you're happy with it.
- Click the Send button to send the email and PDF to the Customer.
| Info |
|---|
|
If you decide, for whatever reason, that you don't want to send the quote, you can click the Cancel button. This will return you to the Projects page. |
...
Related articles
| Filter by label (Content by label) |
|---|
| showLabels | false |
|---|
| max | 5 |
|---|
| spaces | com.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@121dd |
|---|
| showSpace | false |
|---|
| sort | modified |
|---|
| reverse | true |
|---|
| type | page |
|---|
| cql | label = "kb-how-to-article" and type = "page" and space = "KBT" |
|---|
| labels | kb-how-to-article |
|---|
|
...