You can create as many quotes as you need to for a project. This could be because you are proposing multiple alternative options, or the client has rejected a quote or asked for alterations, or if the project requires additional work.
Once your client accepts a quote and the work is going ahead, you need to confirm it in iCFM.
- Open the Quote
- Choose the Green tick icon to set Status to Confirmed
- The Status will change to Confirmed, and many parts of the Bid will become read-only
This can also trigger some automation, such as sending an email to your production team to say a Project has been awarded, or via our API, creating a folder structure for the Project on your network.
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