The first card you see on top of the quote or project page contains some of the general information:
|Created on*||Ordered on|
|Offer Expiry||Client Deadline|
|Expected Delivery Date||Actual Start Date*|
|Business Days||Actual Close Date*|
|Client Reference Number|
|Budget Code (optional)|
* – non-modifiable fields, they are automatically filled out by the system
Here are two sample screen shots.
As seen on the Order screen shot, the card can also show a warning that the client had issues paying for their orders in the past. It respects a Warn PM that Client is Permanent Non-payer setting in the client's account on the Invoicing tab.
Although the labels should be self-explanatory, let us look closely at some of the fields:
- Offer Expiry – an indication by when the client should decide on the quote
- Expected Delivery Date – it gets converted to project's Client Deadline
- Business Days – an estimated number of working days needed for the project to deliver
- Client Reference Number – it may also be client's PO number
- Budget Code – only shown if it is enabled in the client profile
- Volume – an estimated number of words that helps to calculate the job dates when Automatic Dates are turned on
- Origin – indicates where the quote/project comes from, it may be: Customer or Home Portals, Quote Request Form, or a Smart Connector
- Client Notes – they contain special instructions put in the Notes field by the client on Quote Request Form or through their portal
- Internal Notes – remain modifiable also after project is closed
One more thing: there is an automation button in the top-right corner of the card. It is available on Quote card only and allows for Automatic Quote Approval. When switched to ON, the Quote will be turned into a Project, the moment Client approves it.
Customer support service by UserEcho