Confirm, update, and send a project quotation

After you create and send a project quotation to a customer, you must get confirmation from the customer before you update the quotation status to Sent. Any modifications requested by the customer can be updated in the quotation. After you update the quotation status to Sent, you can’t modify it. The following procedure describes the options to send a quotation for confirmation, make updates based on feedback, and then send the quotation.

Send a project quotation confirmation

You can send an existing project quotation for confirmation through email or as a printed copy.

1. Go to Project management and accounting > Quotations > Project quotation.
2. On the Project quotation page, select the quotation you want to send for confirmation.
3. On the Follow up tab, in the Generate group, select Confirm.
4. On the Confirm quotation page, set the required parameters. For example, to print the confirmation, under Print options, turn on Print confirmation, and then select OK.
5. On the Send quotation page, select Options, and on the Print destination settings page, select whether you want the quotation sent to Screen, E-mail, File, Print archive, or Printer, and then make any adjustments that you want in the Specification area to route the quotation.
6. On the Print destination settings page, select OK.

Update a project quotation

To modify an existing project quotation, the quotation status must be Created. Complete the following steps to update an existing quotation.

1. Go to Project management and accounting > Quotations > Project quotations.
2. On the Project quotations page, select the quotation you want to update and on the Action Pane, select Edit.
3. Update the necessary field information, and on the Action Pane, select Save.

Send a project quotation to a customer

1. Go to Project management and accounting > Quotations > Project quotations, and select the project quotation that you want to send.
2. On the Project quotations page, on the Quote tab, in the Process group, select Send quotation. The quotation status updates to Sent.

Note

You can’t modify a project quotation after the status is changed to Sent.