Project properties - Offers

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Project properties - Offers

In the "Quotes" tab, you can see all quotes created for the respective project. You can sort them as usual by clicking on the column header with your mouse. A wide variety of filters and grouping options are also available. Right-click on the column header to show or hide columns and save and print the selected view.

To create a new quote, click on the green plus icon and choose between the two options.

If you select "New quote," you can then enter the information in the quote header in the corresponding dialog box and add the quote items to be offered in the "Quote items" tab by clicking on the icon.

Here you can either add a predefined item from the service catalog, select a free quote item, or select quote items from the existing project.

If you want to create a quote from an existing project, you can also go directly to the "Quotes" tab and then select "New from project." In the corresponding search field, select a project on the basis of which you want to create a quote.