Price offer

General

Name	Description
Draft	Price offer requires additional input
Sent	Price offer has been marked as 'sent' to the client, client may accept or reject the offer
Accepted	Client has accepted the price offer, it's possible to schedule the work
Rejected	Client has rejected the price offer, either requires changes or must be canceled
In progress	Price offer has assosciated tasks that are currently in progress
Closed	Price offer has been closed, all the relevant tasks are done
Canceled	Price offer has been canceled and there are no 'active' tasks

Name	Description
Name	Name of the price offer, displayed to the client alongside the 'code'
Assignee	Person that is responsible for the next step in the price offer life-cycle. When assignee is changed, the new assignee is notified
Validity period	Period of the validity of the price quotation, client may not accept an expired price offer
VAT percentage	VAT percentage that is applied to the total price
Description	Optionally provide more information about the offer
Client	Choose a company from companies list
Location	Choose an asset (Property, device, system) from assets list. Search field defaults to assets related to specified client, may be toggled to use the full search. Multiple assets may be added

All of the 'related' files are directly accessible via the price offer files component.
Files are organized into the folders based on relation type.
If there are multipe related items of the same type then files are grouped into a parent folder.
File tree supports navigation to explore the subfolders in depth.
File access is limited by user's permission and relations to other entities.

Name	Description
General	Files and images attached to the price offer. NB: Not visible to client, only internal use files
Task	Files or images that were uploaded while executing the tasks related to the price offer
Property	Files or images that are attached to the property. Eg. Floor plans
Device	Files or images that are attached to the device. Eg. Service manuals, technical specifications
System	Files or images that are attached to the system. Eg. Blueprints, diagrams
Client	Files attached to the company. Eg. Contracts, meeting memos

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Has the same format as task's Work Plan.
This allows to convert price offers into tasks and plan them as soon as the client accepts the offer.

At least a single billable row is required (Either of type 'PRODUCT' or 'SERVICE').
First 2 rows (of type 'Category' AND 'Property') are automatically generated with blank values
User must define the 'task category' for the portion of the price offer - this is used in analytics and for instant task creation.
Second row must always be of type 'Property' as price offer may cover more than a single property/device/system.
Optionally activities may be added to the price offer.

Name	Description
Category	(Task) Category of the service offered. Used for task generation and analytics. Has additional settings to define the person responsible for performing the task
Property	Price offer may have multiple properties/devices/systems related to it, additionally allows to define the price offer on a more granular level. Eg. Building nr 1 -> Device nr 1 and Device nr 2
Activity	If has sub activities then treated as a group, otherwise is a checklist item with a mandatory selection of either 'Completed' or 'Can't complete' when performing the task
Product	Adds a billable row of type 'PRODUCT' to the price offer
Service	Adds a billable row of type 'SERVICE' to the price offer

Predefined activity templates that may be re-used to quickly generate the price offer.

Every price offer has unique public URL that may be shared with the client.
Share the URL via email or another communication channel.
Client is presented with an option to either 'Accept' or 'Decline' the price offer.