QuaHill Basic

What is QuaHill Basic?

QuaHill Basic is a solution designed for users who work alone and need a simple system to process quotes, projects, client records and invoicing. Basic also includes features from higher editions that might make life easier for you. It can interact with Outlook, you can work on files in it, and it even lets you communicate with supported CAT tools, such as SDL Trados. It also allows you to connect to the client’s Vendor API, making your work a little easier, faster and more efficient.

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What does the Basic edition offer?

QuaHill is now able to communicate with BeLazy. BeLazy is a tool that enables you to automate the workflow between QuaHill and your client’s system (CAT tool or business management system). The interaction of these systems means that you won’t miss any projects or enquiries from the client and, depending on how you have configured QuaHill, you can even automatically receive such enquiries and generate projects from them.
The calendar is a function that shows the deadlines for translator and client jobs, invoice due dates and CRM activities in a clear graphical layout that can be toggled between day, week and month views. You won’t miss a single deadline or event.
With QuaHill, you can generate jobs based on CAT analyses by tools such as SDL Trados, MemoQ, Phrase, and XTM. You can also communicate directly with Phrase, MemoQ, and SDL Trados. In Phrase, for example, import source files from QuaHill, and create tasks for them. When the translation is complete, you can download the target files directly from Phrase to QuaHill.
Client management is a comprehensive record of data about clients, their pricing, contact officers, etc.
Price lists can be filed that are specific to each client and are superior to the global price lists. When a job is created for a client, a search is run in the client’s price list, and only if no price is found here is the global price list used as a basis.
If you receive purchase orders from a client and need to keep track of them, QuaHill is equipped to handle that as well.
This is a complete record of invoices for a client. Naturally, invoices can be printed, exported as PDF, MS Word, etc., and the design of the print template can be customised to suit your needs, or you can use one of our default designs downloadable here.
In response to feedback from our customers, we have added an email campaigns module. This module helps you to contact your clients and vendors by batch emailing. Recipients can be selected from the vendor list and client list. You can also import a list of new recipients from an MS Excel workbook.
Global pricing is used when clients do not have their own specific rates defined in their profile.
If you get certain jobs that are repeated, it is easier to create a job template, from which you can then add jobs to the project. Job templates can be drawn up for both clients and vendors. There is no limit to the number of jobs in a single job template. A client job template can be defined in a way that includes vendor jobs.
If you use Outlook, you’ll find an add-in here that you can download and install by following these instructions. It allows you to enter projects and quotes in QuaHill directly from Outlook, including the transfer of files from an email attachment. You can even use it to create CRM activities directly from an email in Outlook.
This is perhaps the most important QuaHill feature. Complete project management. Jobs, files, deadlines, vendors, margins, quality assessment. Everything related to a project can be found in this module.
Quotes for your customers can be created manually in QuaHill, generated directly from Outlook, or drawn up in response to client enquiries via the client web portal (in the Enterprise edition only), either for clients already stored in QuaHill or for anonymous (new) clients, as the client web portal includes an enquiry form for new clients that can be integrated into the agency’s existing website.
If a business is to be managed efficiently, it needs to stay on top of what is happening at the company from an analytical point of view. This is where statistics – an integral part of QuaHill – come in. Statistics give you an insight into profit, margins, trends in the language combinations you are translating, the performance of each project manager, top clients, top vendors and lots of other data you need to manage your agency. Plus, we also realise that you may have your own individual data mining requirements, so we are able to produce bespoke reports tailored to your needs.
The Vendor API connector is a tool that allows you to connect your QuaHill to the QuaHill of the agency you work for, as described in the Vendor API section of Enterprise edition.

The different editions and prices are listed in detail here.