Print/Email Project Quotes
Form ID: (PM504545)
On this form, you can print or email multiple project quotes. You can process all quotes listed in the table at once or only the ones you select. Before processing, you can narrow the range of listed quotes by selecting a specific owner, workgroup, or business account.
Form Toolbar
The form toolbar includes the buttons described below.
| Button | Description |
|---|---|
| Process | Initiates the selected processing (based on the Action that you select) for the project quotes that you have selected in the table. |
| Process All | Initiates the selected processing (based on the Action that you select) for all project quotes that are listed in the table. |
Selection Area
In this area, you can specify the criteria for the project quotes to be displayed in the table below, as well as the action to be applied if you click Process or Process All.
| Element | Description |
|---|---|
| Action | The action to be taken on the processed project quotes if you click
Process or Process All on the form
toolbar. The action also determines the quotes that are listed in the table and
available for processing. You can select one of the following options:
|
| Assigned To | A box and the Me check box, which you use as follows to
select the user whose quotes are listed and available for processing:
|
| Workgroup | A box and the My check box, which you use as follows to
select the workgroup whose project quotes are listed and available for processing:
|
| Business Account | The business account related to the project quotes to be listed in the table. Leave the box blank to view the project quotes related to all business accounts. |
| Date Range | The start and end date of the date range whose project quotes should be listed. |
| Send Documents in One Email |
A check box that indicates (if
selected) that the system adds the documents as attachments to a single email to
be sent to the customer during processing.
Attention: You can attach up to 100 documents
to one email. If more than 100 documents of a recipient are included in processing, the
system creates multiple emails, keeping each email’s attachments within this limit. For
example, if 225 documents are being processed for a recipient, the system creates three
emails: two emails with 100 documents attached, and one email with 25 documents
attached. This check box appears only if Send is selected in the Action box. |
| Combine Documents into One File |
A check box that indicates (if
selected) that the system combines the processed documents into a single file and
attaches it to the email.
Attention: You can combine up to 100
documents into one file attached to an email. If more than 100 documents of a recipient
are included in processing, the system creates multiple emails, keeping the documents of
each attachment within this limit. For example, if 225 documents are being processed for
a recipient, the system creates three emails: two emails with 100 documents combined
into a single file, and one email with 25 documents combined. This check box is available only if Send is selected in the Action box and the Send Documents in One Email check box is selected. |
| Print with DeviceHub |
A check box that indicates (if selected) that when you select a printing action and process project quotes, the system generates the preview and prints all selected quotes by using the DeviceHub tool application. This check box appears on the form only if both of the following conditions are met:
|
| Create Print Job per Document |
A check box that indicates (if selected) that the system will create a separate print job for each document sent to DeviceHub from the current processing form. You can use this check box, for instance, to prevent two different documents from being printed on different sides of one sheet. If the check box is cleared and you select multiple documents, the system may combine them into a single print job based on the type of the printed documents. This check box appears on the form only if both of the following conditions are met:
|
| Define Printer Manually |
A check box that indicates (if selected) that you want to specify the printer to be used for printing project quotes. If the check box is cleared, the printer is automatically defined by the system. This check box appears on the form only if both of the following conditions are met:
|
| Printer |
The identifier of the printer to be used for printing project quotes. This box appears on the form only if both of the following conditions are met:
The box is available if the Define Printer Manually check box is selected. |
| Number of Copies | The number of copies of each document to be printed via DeviceHub. This box appears on the form only if both of the following conditions are met:
|
Table
This table lists all the project quotes that match the selection criteria you’ve specified. You can process all listed quotes or only those you select.
| Column | Description |
|---|---|
| Included | An unlabeled check box that you select to include the project quote in processing if you click Process. |
| Quote Nbr. | The reference number of the project quote. |
| Opportunity ID | The identifier of the opportunity associated with the selected quote. |
| Primary | A check box that indicates (if selected) that the quote is defined as the primary quote for the associated opportunity. |
| Business Account | The business account of the prospect or customer of the associated opportunity. |
| Status | The status of the project quote. |
| Currency | The currency of the project quote. |
| Total Sales | The total estimated sale of the project quote. |
| Gross Margin Amount | The estimated gross margin of the project quote. |
| Date | The date when the project quote was issued. |
| Branch | The branch of your company specified in the project quote. |
| Project Template |
The project template, which is used to populate the project tasks, attributes, and project manager of the project quote. |