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tologo Quotes to Clients

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In Translation Office 3000 V8 you have a possibility to issue quotes to clients with a list of draft jobs and their estimated cost (if the quote is accepted, you can turn it into Project with one click).

You can create and manage Quotes to a selected Client on the Quotes page of the Client window and you can view and edit all Quotes (to all Clients) in the Quotes to Clients window.




The general view of the Quotes page of the Client window (displaying the quotes to the selected client):



Quotes page is divided into two parts.

The list of existing Quotes is displayed in the left part of the window. When you select a Quote from this list the Draft Client Jobs it contains are displayed in the right part of the window.



New Quote button is used for adding a new Quote to the database. More details...

Edit button is used for modifying the Quote. More details...

Delete button is used for deleting the Quotes from the database. After clicking Delete you will need to confirm the deletion.

When the Quote is accepted you can create a Project based on this Quote using Create Project Based on Quote button. More details...

Using the Status drop-down list you can select to display only Quotes with particular status:

quotes status


Draft Client Jobs

The draft client jobs related part of the Quotes window contains the list of the Draft Client Jobs of the Quote selected and three control buttons.

Use New button to add a new Draft Client Job to the selected Quote. More details...

Use Edit button to modify the Draft Client Job. More details...

Use Delete button to delete the record from the database (you will need to confirm the deletion).




See Also:

Creating a Quote.

View all Quotes.

Create a Project based on a Quote.

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