Viewing and sending a quote
Either open a quote from the quote list, or under the project or contact that the quote is linked with.
If the quote has been sent out using Scoro, you can see date when it was sent.
The quote can be modified in the quote view page by clicking Modify.
From the quote, you can create an order with one click, or copy the quote to create another similar one.
By clicking the Billing button, you are able to create an invoice, a prepayment invoice, or a scheduled invoice from that quote.
After filling in all details on the quote, you can click the PDF button to check the preview of the quote and, if needed, make some changes before sending it to your customer.
After the customer has confirmed the quote, you can create tasks of the services on the quote, and delegate these tasks to your team members.
You can set up quote line confirmation under Settings > Sales and Finance > Quotes.
Confirming quote lines is a visual markup, it does not affect the right to confirm a quote.
If a user shouldn't have the right to confirm quotes, the system administrator needs to remove the Right to confirm quotes from that user role.
When sending a quote, you can choose the language for the PDF, if your site has more than one language activated.
Products will also be displayed in the appropriate language, if translations have been added to them in the product database. Go to Settings > Sales and Finance > Products to add translations to the products.
Additionally, you can add files and comments to the quote.
The files you've added to a quote can also be sent to the client with the quote. Just tick the files, when sending out the quote.
All the sent emails and attachments can be seen under Reports > Sent items
When the email has been sent out, a window pops up with a few choices:
1. If you wish to save the sent email as a done task in relation to the contact, select a duration and save the task.
2. If you wish to save the task and add another task to work on, click Save and add antoher.
3. Click on Close to ignore previous options.
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