Quotes module
In the Quotes module, you can create and manage quotes for upcoming projects.
On the main page of the Quotes module, you can browse and open available quotes, those created by you, other Home Portal users, or requested by your clients.
By default, you see a list of all the quotes you have in XTRF, with several filters above.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
To add a quote, click the Add Quote button. For details, see the Create a Smart quote and Create a Classic quote guides.
To open a quote, click on its line in the list. To open a Classic quote in edit mode, click the
icon in the last column.In the Status column, you can check the quote’s status. The possible options are:
Pending – the quote has not been sent yet.
Sent – the quote has been sent to the client.
Requested – the client has requested the quote in the Client Portal.
Approved by Client – the client has approved the quote in the Client Portal.
This status is only possible if you have disabled automatic quote approval (see the Configure the Automatic Quote Approval guide).
Approved – the client has approved the quote you have sent, or you have approved the quote requested by the client.
Rejected – the quote was rejected by you or the client.
If you select the checkbox in the left-hand column, several additional buttons are displayed above the quotes list.
Click the Duplicate button to create another quote with the same data (except the Files and Finances cards). When duplicating a Classic quote, you will be directed to the Duplicate Quote page. In it, you can select what data should be duplicated.
Click the Convert into Project button to create a project based on this quote. For details, see the Create a Classic quote | VII. Convert a quote into a project guide.
Click the Mark as Rejected button to reject the quote. For Classic projects, you can select a reason for rejection and add a comment for later analysis. For details of how to add new rejection reasons, see the Add a rejection reason guide.
Click the Delete button to erase the quote from the system. For details, see the Delete a quote guide.