Quote creation

Eugene Kuchynski — Tue, 17 May 2022 06:57:35 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 5/17/2022 6:57:35 AM

To create a new quote, click New in the quote list and fill-in the form.

Fields description

Date
Date of quote.

Sequential number
Internal numeric sequential number of a quote. Numeration follows the same settings which are specified for translation job (global or per-customer).

Document number
Sequential number converted using translation job format number (specified in settings).

Fuzzy scheme
Default fuzzy scheme, if differs from customer's default fuzzy scheme or global application default fuzzy scheme.

Status
Status of a quote for easier management. Available statuses: Prepare, Sent, Accepted, Cancelled.

Term
Deadline for a quote

Quote due date
End date of quote validity.

Delivery date and time
Free text to explain your customer when particular job is going to be delivered.

Workflow
Default workflow to be used in a project created from this quote.

Client
Potential client. Selected from general list of clients. You can create special category for potential client.

OM
Contact person of a selected client. Can be created on fly.

Currency
Quote currency.

Sales person
A person who processes a quote and manages all communication with a client.

Responsible person
A person who will be responsible for a project in case of accepting a quote. By default, when sales person is selected, this field gets the same value. However, you can change it, and in case of accepting a quote project manager will receive a notification about a newly created project available for processing.

Price-list. Allows to explicitly specify price-list for a quote, if you wish to use non-default price-list for a selected customer. When you select any value in this field, if a quote already contains some items, the system will offer you to re-determine price for all items.

Specialization. Allows to specify specialization for a project (which may effect on applied prices).

Required software. Allows to list software names required to be used in a current job. Manage software button near this field allows to open list of software which can be selected in this field. Data from this field will be automatically copied to a corresponding field of projects/jobs/assignments created from this quote.

Source language
Source language for files in quotation

Target languages
List of target languages selected in a form of "tags" (allowing to select multiple values in a single field):

Quote items
Table to describe tasks performed in this potential job, along with units, language pairs, quantities, prices, discounts and amounts.

There is a button called Adjust prices () above this table. It allows to increase or decrease Price value in the selected quote items by a specified percentage value. When this button is clicked, a dialog appears, where you can enter percentage value for adjustment. To increase price, enter positive value, and to decrease prices, enter a value with minus sign.

Files
List of attached files or links to files stored on cloud drives. Simplifies file sending when you create a mail message from a quote. Later, if a job or a project will be created based on a quote, files will be copied to that entities so you will have direct access to them from a create project/job. Additionally, when you import analysis data on per-file basis, files will be linked with corresponding quote items (by file name, so file names should be unique). See corresponding article about handling multi-files projects.

Additional notes
Formatted text to include in quote printing form.

Translation jobs
Contains translation jobs created from a quote after its acceptance.

Mail messages
Allow to exchange messages with a customer (when web-portal is used).

Totals
Quote totals (amount from Quote items table). Also allows to specify taxes and additional charges.

Payment policy
Free text allowing to describe payment terms for this quote.

When you're ready, click Save or Save and close to save a quote. If customer's minimal charge value is provided and is less than quote amount, you will see a warning. Otherwise, quote will be saved without additional questions and will be ready for printing.

Importing analysis

Also, quotes support analysis import, as translation jobs and assignments. To import analysis results from a CAT tool, select Import data from CAT tools or SDL buttons on the toolbar and follow default procedure of importing analysis reports. This will help to generate and calculate quote amount much faster, as the system will automatically detect prices for each imported row.

Tags: documents, quotes

Quote creation

Eugene Kuchynski — Thu, 14 Apr 2022 06:28:49 GMT

Revision 8 posted to Wiki by Eugene Kuchynski on 4/14/2022 6:28:49 AM

To create a new quote, click New in the quote list and fill-in the form.

Fields description

Date
Date of quote.

Sequential number
Internal numeric sequential number of a quote. Numeration follows the same settings which are specified for translation job (global or per-customer).

Document number
Sequential number converted using translation job format number (specified in settings).

Fuzzy scheme
Default fuzzy scheme, if differs from customer's default fuzzy scheme or global application default fuzzy scheme.

Status
Status of a quote for easier management. Available statuses: Prepare, Sent, Accepted, Cancelled.

Term
Deadline for a quote

Quote due date
End date of quote validity.

Delivery date and time
Free text to explain your customer when particular job is going to be delivered.

Workflow
Default workflow to be used in a project created from this quote.

Client
Potential client. Selected from general list of clients. You can create special category for potential client.

OM
Contact person of a selected client. Can be created on fly.

Currency
Quote currency.

Sales person
A person who processes a quote and manages all communication with a client.

Specialization. Allows to specify specialization for a project (which may effect on applied prices).

Source language
Source language for files in quotation

Target languages
List of target languages selected in a form of "tags" (allowing to select multiple values in a single field):

Quote items
Table to describe tasks performed in this potential job, along with units, language pairs, quantities, prices, discounts and amounts.

Fil
List of attached files or links to files stored on cloud drives. Simplifies file sending when you create a mail message from a quote. Later, if a job or a project will be created based on a quote, files will be copied to that entities so you will have direct access to them from a create project/job.

Additional notes
Formatted text to include in quote printing form.

Translation jobs
Contains translation jobs created from a quote after its acceptance.

Mail messages
Allow to exchange messages with a customer (when web-portal is used).

Totals
Quote totals (amount from Quote items table). Also allows to specify taxes and additional charges.

Payment policy
Free text allowing to describe payment terms for this quote.

Importing analysis

Tags: documents, quotes

Quote creation

Eugene Kuchynski — Thu, 04 Nov 2021 09:18:08 GMT

Revision 7 posted to Wiki by Eugene Kuchynski on 11/4/2021 9:18:08 AM

To create a new quote, click New in the quote list and fill-in the form.

Fields description

Date
Date of quote.

Sequential number
Internal numeric sequential number of a quote. Numeration follows the same settings which are specified for translation job (global or per-customer).

Document number
Sequential number converted using translation job format number (specified in settings).

Fuzzy scheme
Default fuzzy scheme, if differs from customer's default fuzzy scheme or global application default fuzzy scheme.

Status
Status of a quote for easier management. Available statuses: Prepare, Sent, Accepted, Cancelled.

Term
Deadline for a quote

Quote due date
End date of quote validity.

Delivery date and time
Free text to explain your customer when particular job is going to be delivered.

Workflow
Default workflow to be used in a project created from this quote.

Client
Potential client. Selected from general list of clients. You can create special category for potential client.

OM
Contact person of a selected client. Can be created on fly.

Currency
Quote currency.

Responsible person
A person who created a quoted and is responsible for it.

Specialization. Allows to specify specialization for a project (which may effect on applied prices).

Source language
Source language for files in quotation

Target languages
List of target languages selected in a form of "tags" (allowing to select multiple values in a single field):

Quote items
Table to describe tasks performed in this potential job, along with units, language pairs, quantities, prices, discounts and amounts.

Additional notes
Formatted text to include in quote printing form.

Translation jobs
Contains translation jobs created from a quote after its acceptance.

Mail messages
Allow to exchange messages with a customer (when web-portal is used).

Totals
Quote totals (amount from Quote items table). Also allows to specify taxes and additional charges.

Payment policy
Free text allowing to describe payment terms for this quote.

Importing analysis

Also, quotes support analysis import, as translation jobs and assignments. To import analysis results from a CAT tool, select Import data from CAT tools or SDL buttons on the toolbar and follow default procedure of importing analysis reports. This will help to generate and calculate quote amount much faster, as the system will automatically detect prices for each imported row.

Tags: documents, quotes

Quote creation

Eugene Kuchynski — Thu, 04 Nov 2021 09:13:29 GMT

Revision 6 posted to Wiki by Eugene Kuchynski on 11/4/2021 9:13:29 AM

To create a new quote, click New in the quote list and fill-in the form.

Fields description

Date
Date of quote.

Sequential number
Internal numeric sequential number of a quote. Numeration follows the same settings which are specified for translation job (global or per-customer).

Document number
Sequential number converted using translation job format number (specified in settings).

Fuzzy scheme
Default fuzzy scheme, if differs from customer's default fuzzy scheme or global application default fuzzy scheme.

Status
Status of a quote for easier management. Available statuses: Prepare, Sent, Accepted, Cancelled.

Quote due date
End date of quote validity.

Delivery date and time
Free text to explain your customer when particular job is going to be delivered.

Client
Potential client. Selected from general list of clients. You can create special category for potential client.

OM
Contact person of a selected client. Can be created on fly.

Currency
Quote currency.

Responsible person
A person who created a quoted and is responsible for it.

Specialization. Allows to specify specialization for a project (which may effect on applied prices).

Source language
Source language for files in quotation

Target languages
List of target languages selected in a form of "tags" (allowing to select multiple values in a single field):

Quote items
Table to describe tasks performed in this potential job, along with units, language pairs, quantities, prices, discounts and amounts.

Additional notes
Formatted text to include in quote printing form.

Translation jobs
Contains translation jobs created from a quote after its acceptance.

Mail messages
Allow to exchange messages with a customer (when web-portal is used).

Totals
Quote totals (amount from Quote items table). Also allows to specify taxes and additional charges.

Payment policy
Free text allowing to describe payment terms for this quote.

Importing analysis

Tags: documents, quotes

Quote creation

Eugene Kuchynski — Fri, 23 Apr 2021 06:01:11 GMT

Revision 5 posted to Wiki by Eugene Kuchynski on 4/23/2021 6:01:11 AM

To create a new quote, click New in the quote list and fill-in the form.

Fields description

Date
Date of quote.

Sequential number
Internal numeric sequential number of a quote. Numeration follows the same settings which are specified for translation job (global or per-customer).

Document number
Sequential number converted using translation job format number (specified in settings).

Fuzzy scheme
Default fuzzy scheme, if differs from customer's default fuzzy scheme or global application default fuzzy scheme.

Status
Status of a quote for easier management. Available statuses: Prepare, Sent, Accepted, Cancelled.

Quote due date
End date of quote validity.

Delivery date and time
Free text to explain your customer when particular job is going to be delivered.

Client
Potential client. Selected from general list of clients. You can create special category for potential client.

OM
Contact person of a selected client. Can be created on fly.

Currency
Quote currency.

Responsible person
A person who created a quoted and is responsible for it.

Specialization. Allows to specify specialization for a project (which may effect on applied prices).

Source language
Source language for files in quotation

Target languages
List of target languages selected in a form of "tags" (allowing to select multiple values in a single field):

Quote items
Table to describe tasks performed in this potential job, along with units, language pairs, quantities, prices, discounts and amounts.

Additional notes
Formatted text to include in quote printing form.

Translation jobs
Contains translation jobs created from a quote after its acceptance.

Mail messages
Allow to exchange messages with a customer (when web-portal is used).

Totals
Quote totals (amount from Quote items table). Also allows to specify taxes and additional charges.

Payment policy
Free text allowing to describe payment terms for this quote.

Importing analysis

Tags: documents, quotes

Quote creation

Eugene Kuchynski — Fri, 06 Dec 2019 12:01:55 GMT

Revision 4 posted to Wiki by Eugene Kuchynski on 12/6/2019 12:01:55 PM

To create a new quote, click New (Ctrl-N) in the quote list and fill-in the form.

Fields description

Date
Date of quote.

Sequential number
Internal numeric sequential number of a quote. Numeration follows the same settings which are specified for translation job (global or per-customer).

Document number
Sequential number converted using translation job format number (specified in settings).

Fuzzy scheme
Default fuzzy scheme, if differs from customer's default fuzzy scheme or global application default fuzzy scheme.

Status
Status of a quote for easier management. Available statuses: Prepare, Sent, Accepted, Cancelled.

Quote due date
End date of quote validity.

Delivery date and time
Free text to explain your customer when particular job is going to be delivered.

Customer
Potential customer. Selected from general list of customers. You can create special category for potential customer.

Customer contact
Contact person of a selected customer. Can be created on fly.

Currency
Quote currency.

Responsible person
A person who created a quoted and is responsible for it.

Specialization. Allows to specify specialization for a project (which may effect on applied prices).

Source language
Source language for files in quotation

Target languages
List of target languages selected in a form of tokens (type comma to finish entering a language and move to a next one)
How it looks on Windows version:

And in web-version:

Quote items
Table to describe tasks performed in this potential job, along with units, language pairs, quantities, prices, discounts and amounts.

There is a button called Adjust rates () above this table. It allows to increase or decrease Price value in the selected quote items by a specified percentage value. When this button is clicked, a dialog appears, where you can enter percentage value for adjustment. To increase price, enter positive value, and to decrease prices, enter a value with minus sign.

File attachments
List of attached files or links to files stored on cloud drives. Simplifies file sending when you create a mail message from a quote. Later, if a job or a project will be created based on a quote, files will be copied to that entities so you will have direct access to them from a create project/job.

Additional notes
Formatted text to include in quote printing form.

Translation jobs
Contains translation jobs created from a quote after its acceptance.

Messages
Allow to exchange messages with a customer (when web-portal is used).

Totals
Quote totals (amount from Quote items table). Also allows to specify taxes and additional charges.

Payment policy
Free text allowing to describe payment terms for this quote.

Quote file
When you print a quote, you can save generated quote as pdf and attach it to a quote using this field. Later this file can be attached to an e-mail sent to a customer.

You can quickly insert set of predefined tasks into a quote. To do this, click Insert set of predefined tasks and select one of pre-defined sets.

Also, quotes support analysis import, as translation jobs and assignments. To import analysis results from a CAT tool, select Import data from CAT tools and follow default procedure of importing analysis reports. This will help to generate and calculate quote amount much faster, as the system will automatically detect prices for each imported row.

Tags: documents, quotes

Quote creation

Paul — Fri, 13 Sep 2019 07:36:54 GMT

Revision 3 posted to Wiki by Paul on 9/13/2019 7:36:54 AM