a year ago
Progress automation for Quote Valuations
Great news! Now, Quote Valuations can be created automatically by Archdesk based on timesheet records or Purchase Order Valuations. This automation allows Quote Valuations to encompass information from Timesheets associated with particular tasks and Purchase Order Valuations within a designated timeframe.
To connect quote items with schedule tasks, you need to create a programme directly from the quote by selecting Schedule -> Create Programme. To link the data between Purchase Order Valuation and quote items, you need to create a Purchase Order from the Quote.
A default calculation strategy can be defined in Settings & Preferences and modified per specific Quote in Payment Terms → Options → Edit Payment Terms.