Quote - Main

This section displays summary information of the quote. This information can be edited under different headings or pages of the quote document.

• Awarding Company: The company paying for the work that is specified in the quote. The name of the company can be modified under the Linked Information section.
• Currency: The currency used in this quote. You can change this currency under the Cost Settings section of the Settings page.
• Current State: The current state of the quote.  
• Due Date: The date when a quote is expected to be returned. You can modify this date under the Dates section.
• Grand Total: The calculated total cost of labor, material, equipment, and subcontract in this quote. See the Financial Summary page for more information.
• Holds Against: The number of holds currently against the quote. If holds are present, you can view them on the Holds tab.
• Number: A string of characters that uniquely identifies the quote document within the workspace. You can edit the number in the Details section.
• Receiving Company: The company performing the work that is detailed in the quote. The name of the company can be modified under the Linked Information section.
• Requested Days: The number of days that are added to the contract in order to perform the work described in the attached quote. You can edit this value under the Details section.
• Title: The short title of the quote. You can edit this title under the Details section.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

• Canceled Notes: If the quote was canceled, type some additional information about why it was canceled.
• Current State: The current state of the quote.
• Description: Type a brief description of the quote.
• Disputed Notes: If there are disputes on the quote, describe them here.
• Number: Type a string of characters that uniquely identifies this quote, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Requested Days: Enter the number of days that are added to the contract in order to perform the work described in the attached quote.  
• Title: Type a title for the quote. The Title is required.
• Quote Code 1, 2: Click to select a code from the list of available codes. For more information, see "About the Lookup Editor".

This section contains links to documents that are related to this quote. To add a link, first enter edit mode and then click the Magnifying Glass icon to select the linked information. If a document is already linked to the quote, you can select the link to view it.

• Awarding Company:

  The company that will be spending money if the quote is accepted and committed to the workspace.

  If the Awarding Company is the same as the workspace's Managing Company, you can create expense contracts or expense change order from the quote. If it is not the same, you can create revenue contracts or revenue change orders. For more information, see "Creating a Contract from a Quote".

  A workspace's managing company is set in the Managing Company section of the Workspace Properties - Main page.

• Awarding Contact:

  The contact person from the awarding company.

  Proliance will add the name of the awarding contact to the appropriate recipient fields (To:, CC:, HCC:) in the Workflow tab during a pending state change, if this quote document subtype has been set up to use initiating participants. To learn how to use the participants feature, see "Configuring Document Workflow States" in the Proliance Local Admin on-line help.

• Receiving Company: The company that will be receiving money if the quote is accepted and committed to the workspace.
• Receiving Contact:

  The contact from the receiving company.

  Proliance will add the name of the receiving contact to the appropriate recipient fields (To:, CC:, HCC:) in the Workflow tab during a pending state change, if this quote document subtype has been set up to use receiving participants. To learn how to use the participants feature, see "Configuring Document Workflow States" in the Proliance Local Admin on-line help.

• Cancel Date: Enter the date when the quote is canceled. Proliance automatically inserts the current date when the quote changes to the Canceled state.
• Closed Date: Enter the date when a quote is closed. Proliance automatically inserts the current date when the quote changes to the Closed state.
• Dispute Date: If the quote is disputed, enter the date of dispute.
• Due Date:Enter the date when a quote is expected to be returned.
• Expiration Date: Enter the date when the quote is no longer valid.
• Issue Date: Enter the date when the quote is issued. Proliance automatically inserts the current date when the quote changes to the Issued state.
• Received Date: Enter the date when a quote is received.
• Return Date: Enter the date when a document is returned. Proliance automatically inserts the current date when the quote changes to the Returned state.
• Review Date: Enter the date when the quote is reviewed. Proliance automatically enters the current date when the quote changes to the Reviewed state.
• Revision Due Date: Enter the date when a revision is due.
• Revision Issue Date: Enter the date when a revision is sent. Proliance automatically inserts the current date when the quote changes to the Revised state.