Generate a quote based on a standalone configured project
You wish to create a quote from one of your configured projects ?
Log in to your BatiTrade space, go to the Projects menu and select the project you wish to convert into a quote.
Once on the project page, click on Create a quote, top left.
The quotation is created. Enter the customer for whom the quotation is intended, a customer/worksite reference, then click Save.
You can see that the quote is present, along with the project, in the Sales menu.
Click on it to open it
You'll find the project on the quote, as well as action buttons such as Send by e-mail, Confirm sales order, or Print.
You have created an estimate from a configured project !
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