Quote and record the outcome

1Step 1 of 3

1. On the Project press “New original quote”
2. Fill in “Scope summary” and “Valid until”
3. Press “Create quote”

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2Step 2 of 3

1. Press “Add line” and choose a “Measured item” or a new scope
2. Check the totals
3. Press “Save quote”; “Preview PDF” shows the document

Enlarge, then scroll

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3Step 3 of 3

1. Press “Send quotation” and choose the “Recipient”
2. Record Won, Lost, Expired or Cancelled with its evidence
3. Check “Status and history”

Won fixes the price; it does not approve cutting. Won also drafts the deposit claim at the company percentage.

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