Send project quotation to customer

Send a project quotation to a customer and update the quotation status from Approved to Sent.

Steps

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.