Send a project quotation to a customer and update the quotation status from Approved to Sent.
1. | Click Advanced project management. |
2. | Click Project quotation. |
3. | Select a project quotation with status = Approved. |
  | In the list, mark the selected row. |
4. | On the Action Pane, click Quote. |
5. | Click Send WBS quotation. |
6. | The project quotation status will be updated to Sent after you click OK. |
  | Click OK. |
Related to | Notes |
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Manage customer interaction |
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