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To create a new quote go to the quotes table in the service panel and select Create Quote.
Create Quote Page: you can fill out all quote-related information and create a new Quote by clicking Create Quote.
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Step 1 - You can change the project name
You click on the pencil on the right to edit the project name. Subsequently, you can replace the default project name & click on the check mark.
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Step 2 - You can search for the customer you are creating the quote for
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Step 3: you can specify a reference (optional)
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Step 4: upload >=1 item
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You can specify here the material, post-processing and choose the suggested price or modify the price at your convenience.
You can also edit the part requirements per part. Anchor
https://3yourmind.atlassian.net/wiki/spaces/PD/pages/185008291
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Step 5: specify additional fees or discounts (optional)
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Step 6: choose shipping and payment options (optional)
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Addresses are limited by the addresses specified in the 3YOURMIND customer account. In order to make changes or add new addresses, you can click on “Edit customer addresses”. After you have made the necessary changes, click on “reload addresses” in order to choose from one of the changed/added addresses.
Shipping price can be different from the suggested price after modification.
Step 7: summary and create quote
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You can see the summary of all costs in the summary section. After checking everything is correct, you can click on “Create Quote” to create the quote.
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1268940820/Creating+and+Editing+Orders+as+a+Service#Detailed-Steps-for-Order-Creation
Creating a Quote from a Request
To create a Quote from a Request, open the Request and click Create Quote. This will open a new “Quote from Request” form, pre-filled with all information that was part of the initial Request. To complete the form, the same steps apply as described above in Creating a Quote.
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