Open topic with left hand navigation

Creating a Quote from Workspace Documents

Proliance enables you to create a quote from any workspace document, such as an instruction, contract, change order, or RFI. A quote summarizes the scope of a proposed work along with the cost associated with it.

 To create a quote from a workspace document

  1. Open the document that may have an effect on your workspace's budget or expense.

  2. Click Options > Apply to New Document.

    3. The Apply to New Document dialog box appears.

  3. Select Quote from the drop-down list.
  4. Select the document template to use and then click OK.

    5. A blank quote appears. Some information may already be filled in, depending on the template used.

  5. In the Title field, type the short title of the quote.
  6. If you are performing a workflow action on the quote, click the Magnifying Glass icon The magnifying glass icon. to select the Awarding and Receiving Company for this quote.

    7. Note: Only active companies are listed on this picklist. If the Awarding or Receiving company that you wish to select has not been created in Proliance, click New while in the Company picklist. Enter the required fields and ensure that you activate this company so that it appears on this picklist.

  7. Complete the any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    8. Please refer to the following for more information on the fields for each page:

  8. Click Save when done.

    9. Proliance saves the new quote.

    What can I do now?

Note:

  • Proliance associates these two documents by entering a reference of the workspace document into the Initiating Document Reference box of the new quote.
  • If the initiating document has a contract associated with it, Proliance also copies this contract reference to the new quote.
  • A Proliance document also contains information about itself, such as who created the document, and which workspace the document was created in. For more information, see "Common Document Information".