Working with quotes

Eugene Kuchynski — Mon, 13 Dec 2021 06:55:55 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 12/13/2021 6:55:55 AM

Viewing quotes

To view list of quotes:

Open the Dashboard and find Ongoing quotes widget;
Select Workspace > Quotes item in the navigation menu.
Click Quotes at the top toolbar.

Creating new quote requests

To create a new quote:

Click New quote request...button on the Dashboard;
Click New button in the quote list.

Quote creation form will be opened:

Here you can specify job title, desired delivery date and time, select contact person, currency and languages (source and target). Optionally, provide instructions in the Additional notes field.

To upload files, simply drag and drop files to the file manager (or click Select files to upload button). When files are uploaded, use File type button to specify correct types for uploaded files.

When you're ready, click Submit button. If you wish to save a quote without submitting it, to be able to return later for submission, click Save as draft button.

When a quote will be prepared (amounts calculated), manager will send a notification to person selected in the Customer contact field. After that, you will be able to open this quote, view quotes items with prices, discounts and amounts, and download quote PDF file, which will be available in the file manager.

If you wish to ask a question or send another message to a manager, open a quote, switch to the Messages tab, and click Add a new message.

Note. When a quote will be prepared, SDL Trados Business Manager will automatically send e-mail notification to a customer contact (if specified), or customer users (if e-mail notifications are enabled in customer’s user settings).

Accepting a quote

If you accept a quote and ready to start translation, click Accept quote on the dashboard:

Necessary translation project and job will be created automatically, managers will get notifications, and will be able to start processing created project.

Declining a quote

To cancel a quote, click Decline quote on the dashboard (or quote list). A dialog will appear, where you can specify a reason for deletion. After declining a quote, manager will get corresponding notification.

Note. Take a note that a client cannot delete quotes they created. If a quote has been created by mistake, please ask your manager, who has necessary permission, to delete a quote.

Tags: Web, Customer Portal

Working with quotes

Eugene Kuchynski — Fri, 23 Apr 2021 11:41:46 GMT

Revision 9 posted to Wiki by Eugene Kuchynski on 4/23/2021 11:41:46 AM

Viewing quotes

To view list of quotes:

Open the Dashboard and find Ongoing quotes widget;
Select Workspace > Quotes item in the navigation menu.
Click Quotes at the top toolbar.

Creating new quote requests

To create a new quote:

Click New quote request...button on the Dashboard;
Click New button in the quote list.

Quote creation form will be opened:

Here you can specify job title, desired delivery date and time, select contact person, currency and languages (source and target). Optionally, provide instructions in the Additional notes field.

When you're ready, click Submit button. If you wish to save a quote without submitting it, to be able to return later for submission, click Save as draft button.

If you wish to ask a question or send another message to a manager, open a quote, switch to the Messages tab, and click Add a new message.

Accepting a quote

If you accept a quote and ready to start translation, click Accept quote on the dashboard:

Declining a quote

Note. Take a note that a client cannot delete quotes they created. If a quote has been created by mistake, please ask your manager, who has necessary permission, to delete a quote.

Tags: Web, Customer Portal

Working with quotes

Eugene Kuchynski — Fri, 06 Dec 2019 11:14:15 GMT

Revision 8 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:14:15 AM

Viewing quotes

To view list of quotes:

Open the Dashboard and find Ongoing quotes widget;
Select Workspace > Quotes item in the navigation menu.
Click Quotes at the top toolbar.

Creating new quote requests

To create a new quote:

Click New quote request...button on the Dashboard;
Click New button in the quote list.

Quote creation form will be opened:

Here you can specify job title, desired delivery date and time, select contact person, currency and languages (source and target). Optionally, provide instructions on the Additional notes tab, where you can describe requested services in detail using an editor which supports rich formatting.

To upload files, click Upload multiple files button on the toolbar in the File attachments tab. The following dialog appears:

Here you can upload up to 5 files. Open this dialog again if you need to upload more than 5 files.

Click Submit or Submit and close to save a request and send a notification to a manager. Also you can click Save as draft to save a quote without sending it to manager (if you are not ready to submit it or don’t have enough details about a quote):

If you wish to ask a question or send another message to a manager, open a quote, switch to the Messages tab, and click New.

Type your message and click OK.

Note. When a quote will be prepared, SDL Trados Business Manager will automatically send e-mail notification to a customer contact (if specified), or customer users (if e-mail notifications are enabled in customer’s user settings).

Accepting a quote

If you accept a quote and ready to start translation:

Click Accept quote on the toolbar; or
Click Accept quote button near a quote in the list of quotes.

Declining a quote

To cancel a quote:

Click Decline quote on the toolbar (or icon near a quote in the list of quotes).
A dialog will appear, where you can specify a reason for deletion.
After declining a quote, manager will get corresponding notification.

Note. Take a note that customer cannot delete quotes they created. If a quote has been created by mistake, please ask your manager, who has necessary permission, to delete a quote.

Tags: Web, Customer Portal

Working with quotes

Eugene Kuchynski — Fri, 06 Dec 2019 11:11:54 GMT

Revision 7 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:11:54 AM

Viewing quotes

To view list of quotes:

Open the Dashboard and find Ongoing quotes widget;
Select Workspace > Quotes item in the navigation menu.
Click Quotes at the top toolbar.

Creating new quote requests

To create a new quote:

Click New quote request...button on the Dashboard;
Click New button in the quote list.

Quote creation form will be opened:

To upload files, click Upload multiple files button on the toolbar in the File attachments tab. The following dialog appears:

Here you can upload up to 5 files. Open this dialog again if you need to upload more than 5 files.

If you wish to ask a question or send another message to a manager, open a quote, switch to the Messages tab, and click New.

Type your message and click OK.

Accepting a quote

If you accept a quote and ready to start translation:

Click Accept quoteon the toolbar; or
Click Accept quotebutton near a quote in the list of quotes.

Declining a quote

To cancel a quote:

Click Decline quoteon the toolbar (or icon near a quote in the list of quotes).
A dialog will appear, where you can specify a reason for deletion.
After declining a quote, manager will get corresponding notification.

Note. Take a note that customer cannot delete quotes they created. If a quote has been created by mistake, please ask your manager, who has necessary permission, to delete a quote.

Tags: Web, Customer Portal

Working with quotes

Eugene Kuchynski — Fri, 26 Jul 2019 09:31:09 GMT

Revision 6 posted to Wiki by Eugene Kuchynski on 7/26/2019 9:31:09 AM

To view list of quotes, select Workspace > Quotes item in the navigation menu. A list of quotes will be opened, from where you can create a new quote or view any existing one.

Click New to start quote creation process. Quote editing form will be opened:

Here you can specify job title, select contact person, currency and translation project which a new quote belongs too (when necessary and when you exactly know name of project). Some fields, like quote due date, delivery date and time, status are not editable. Customers cannot edit Quote items table, as it should be filled by a project manager. This is only a request for a quote.

Then, switch to the File attachments tab and upload files needed to be translated.

On the Additional notes tab you can describe requested services in detail.

Save a quote, and company manager will receive notification about your request.

If you wish to ask a question or send another message to a manager, open a quote, switch to the Messages tab, and click New.

Type your message and select OK.

If you accept a quote and ready to start translation, select Accept quote on the toolbar.
From the drop-down list, you can choose what to create: a project with jobs, or only jobs, without project.

To cancel a quote, select Decline quote on the toolbar.
A dialog will appear, where you can specify a reason for deletion.

After declining a quote, manager will get corresponding notification.

Note. Take a note that customer cannot delete quotes they created. If a quote has been created by mistake, please ask your manager, who has necessary permission, to delete a quote.

Tags: Web, Customer Portal

Working with quotes

Eugene Kuchynski — Fri, 26 Jul 2019 09:30:07 GMT

Revision 5 posted to Wiki by Eugene Kuchynski on 7/26/2019 9:30:07 AM