- Web Manager
- Client management
- Vendor management
- Price lists
- Projects
- Job templates
- Purchase orders for vendors
- Purchase orders from clients
- Job schedule
- Quotes
- CAT tools
- Enquiries
- Invoices and payments
- Code lists
- Statistics
- Business activities
- File management
- Print templates
- E-mail templates
- Agency departments
- Web access
- User management
Quotes
The quote module is about 80 percent identical to the project module. It is used for creating and recording quotes towards clients. As soon as a quote is created in the system, you can generate an email to which the quote is attached as a PDF appendix. Then you just send the email.
If a client accepts a quote, it is very easy to generate a project from the quote so there is no need to enter the data again. The system does it for you.
Print screen
FAQ
How are prices from price lists added to jobs?
In a job's details, prices per unit can be filled in automatically by choosing from a price list, or they can be edited manually. Of course, there is the option of manual editing of prices. As soon as a price per unit is changed, the final price, margin, etc., are immediately recalculated.
While generating a quote email, can a user decide which language it should be created in?
Yes. For each client, the preferred method of communication in one of the four system supported languages can be defined. The language is subsequently used in the generated PDF for values uploaded from the code lists, such as units, services, etc. The remainder of the PDF document as well as the email body can be in any language.
Can you create quotes based on CAT analyses?
Yes, it is possible. The system has a tool to generate jobs from CAT analyses, such as Trados, MemoQ, Memsource, XTM and some other. This allows the system to generate jobs from the analyses. It is possible to define different individual discount systems for particular CAT analysis categories for each client and vendor.