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Creating a Quote

Proliance enables you to create a quote for material or work that you are proposing to provide. Typically, you create a quote from a cost event that you received. However, you may also create a new quote and later choose to link it with a cost event.

You can create a quote from either of the following locations:

• From the Quotes register. This is described below.
• From the Apply to New Document dialog box from another workspace document. For more information, see "Creating a Quote from Workspace Documents".

 To create a quote from the register

1. Open the Quotes register.
2. Click New to create a new quote using the default template.

—or —

Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

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

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

Note that 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.

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

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

• Main 
• Financial Summary 
• Tax Summary 
• Line Items 
• Settings 
• Properties 
6. Click Save when done.

Proliance saves the new quote.

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