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How to view quotations
Updated over a month ago

1. Open the project whose quote you want to see

1. Go to the menu bar, navigate to "Projects", open the project for which you want to view a quote. You do this by clicking on the name of the project or by using the "Open Project" button at the end of the line.

2. Here you can view the laying plan associated with the active quote from point 4 below.

3. Under the quote heading you can find all the quotations that have been created for this project.

4. You can open the created quotations, download them and see which quote is active. The active quotation is linked to the laying plan and the BOM (Bill of material). Based on the active quotation, you can see the correct laying plan and BOM within the work preparation. Which in turn passes the correct through to planning.

5. To invoice/offer additional work you could create a new quotation with by pressing "+ New".

2. Viewing the quote

6. Here you see the items that have been offered.

7. Here you see the general project information.

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