Order / Quote card

This is an old version of the article. Please check the actual versions in our new Knowledge Base: Order card / Quote card.

The first card you see on top of the quote or project page contains some of the general information:

QuoteOrder
Client*
Service*
Created on*Ordered on
Offer ExpiryClient Deadline
Expected Delivery DateActual Start Date*
Business DaysActual Close Date*
Client Reference Number
Budget Code (optional)
Volume
Origin*
Client Notes
Internal Notes

*  – non-modifiable fields, they are automatically filled out by the system

Here are two sample screen shots.

Image 303Image 304

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 under the Main Data > 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 the project's Client Deadline
  • Business Days – an estimated number of working days needed for the Project to be delivered
  • 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 a Quote Request Form or through the Client Portal
  • Internal Notes – remain modifiable also after the Project is closed

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.

Quotes Smart Projects

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