Separate quotes module allows to quickly create quotes, print them using built-in or custom templates, quickly create translation jobs from quotes and view reports showing effectiveness of your quotations.
To view quotes, select Operations in the navigation tree and click Quotes:
To send a message with a generated quote to a customer, select a quote and click Write e-mail message to customer. If Quote file field contains generated quote pdf file, this file will be attached to a created message.
To create a job over a quote, select it in the list and click Create translation job. A new translation job will be created with all possible fields pre-filled. Make necessary changes and save a job. After that, quote status will be changed to Accepted and a created job will appear in Translation jobs tab of a selected quote.
To create a new quote, click New (Ctrl-N) and fill-in the form:
Date of quote.
Internal numeric sequential number of a quote. Numeration follows the same settings which are specified for translation job (global or per-customer).
Sequential number converted using translation job format number (specified in settings).
Status of a quote for easier management.
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.
Potential customer. Selected from general list of customers. You can create special category for potential customer.
Contact person of a selected customer. Can be created on fly.
|Defines a project which this quote belongs to. This project will be used when creating a job based on this quote.|
Table to describe tasks performed in this potential job, along with units, language pairs, quantities, prices, discounts and amounts.
Quote totals (amount from Quote items table). Also allows to specify taxes and additional charges.
Formatted text to include in quote printing form.
Allows to view job created on a base of this quote.
Free text allowing to describe payment terms for this quote.
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 button and select one of pre-defined sets.
When a quote is prepared, save it and click View quote
button (or Print
from list of quotes). If you have multiple quote forms, click on an arrow near printing button and select desired template. You will see generated quote:
If quote template supports post-editing, make necessary adjustments right in the preview window. When done, you can:
- simply exported generated quote to any supported format (pdf, Word, Excel, image, txt, etc.);
- click E-mail via BaccS
button to create an e-mail message and attach PDF file with quote to this message;
- click Save as PDF and attach to a current document
to save generated quote in PDF format and put it into Quote file