Here is a list of your active quotes.
To add a quote, click the plus icon at the top right of the quotes table.
If you have created some project templates
, selecting one will copy all of the template stages to the quote once you click the Add Quote button.
To view and or edit a quote, click on the quote number.
To edit a quote stage, click on the stage number.
If you have already emailed the quote to the client, only Admin users can edit stages at that point
To email the quote to the client, click on the email button at the top right. To download a PDF version of the quote, click the PDF button at the top right.
When you email a quote to the client, the quote status changes to "Issued". When the client logs in, they can see all of their issued quotes. When they click on one, there is an option at the top to accept it.
When the client accepts a quote by clicking the "Accept Now" button, PlanMan automatically converts the quote to a project and notifies the quote owner via email.
Manually Accepting Quotes
If you want to manually accept a quote on behalf of the client, view the quote and enter a date in the Accepted Date field, then click the Update Quote button. PlanMan will convert the quote into a project automatically.
Quotes are automatically archived on the quote expiry date. This page lists all of your archived quotes. To un-archive a quote, click on the quote number, then un-check the Archived check box then click the Update Quote button.
The quotes report allows you to report on your quotes, with various filters. After you run the report, click on the download icon at the top right of the report table to export in CSV, Excel or PDF formats.
Introductory Video Client List This page lists your active clients. View Client Details To view a client, click on either their client number, company or name. The client details page is divided into 6 tabs, allowing you to see all the information ...
This page lists all of your active projects. Click on the project number to view/edit a project. Project Details The project details page is split into various tabs : Project Details Tab This tab lists all the project details. If you enter a ...
To add users, go to "Setup > Users" then click the plus icon at the top right above the table. The permissions of your users are controlled by permission groups. User Dashboards There are two dashboards that you can set for your users. Project ...