Difference between revisions of "Сreate quotes"

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[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
  
  
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The basic steps are as follows:
 
The basic steps are as follows:
  
1. Go to the  
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1. Go to the <U>[https://cloud.protemos.com/quote/index'''Quotes list''']</U> page and click <U>[https://cloud.protemos.com/quote/create'''New quote''']</U>.
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/index'''Quotes list'''] </U> </span>
 
page and click  
 
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/quote/create'''New quote'''] </U> </span>.
 
  
2. Enter quote info (language, deadline etc) and click "'''Create'''".
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2. Enter quote info (specify the language pair(s), deadline, etc.) and click "'''Create'''".
  
3.Upload the files you received from the client (if any).
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3. Upload the files or links to files (file URLs) you received from the client, if any:
  
[[File:Q add files.jpg|border|1000px]]  
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[[File:FILES.png|border|800px]]  
  
4.Upload the CAT log files (if needed).
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More info '''<U>[[Quote files section|here]]</U>'''.
  
[[File:Q upload CAT log.jpg|border|1000px]]
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4. Upload CAT log files or enter them manually if needed:
  
5. Enter Receivables to indicate the amount to be charged from the client.
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[[File:Calogs.png|border|800px]]
  
[[File:Q new receivable.jpg|border|1000px]]  
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More info '''<U>[[Quote CAT logs section|here]]</U>'''.
  
6. Check if everything is ok and press "'''Send'''" to send the quote to the client.
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5. Enter receivables to indicate the amount to be charged from the client:
  
[[File:Q status bar send.jpg|border|1000px]]  
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[[File:Create quote receivable.1.png|border|1000px]]
  
7. If the client accepts, you may press the "'''Convert to project'''" button to continue working on the project.
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More info '''<U>[[Quote receivables section|here]]</U>'''.
  
[[File:Q status bar convert.jpg|border|1000px]]  
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6. Check if everything is ok and click '''"Send"''' to '''<U>[[Send quote|send the quote]]</U>''' to the client or '''"Mark as sent"''' (the client will not get any notifications):
  
If they reject, click the "'''Reject'''" button to remember that rejection.
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[[File:Quote details 1.png|border|800px]]
  
[[File:Q status bar reject.jpg|border|1000px]]
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9. Once the quote is sent, the client can '''Accept''' or '''Reject''' the quote. '''Or you can move forward the quote by marking it as accepted or rejected''':
  
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[[File:121.png|border|800px]]
  
For more info on quotes, please see our  [[Quotes|''' wiki pages''']].
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10. Having accepted the quote, both you and the client can '''"Create project"'''
  
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[[File:21.png|border|800px]]
  
[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
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More info '''<U>[[Send quote|here]]</U>'''.
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For more info on quotes, please see our <U>[[Quotes|''' wiki pages''']]</U> or our video tutorial [[File:YT client.png|60px|link=https://youtu.be/WRZJHb9njeI]]
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[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.

Latest revision as of 14:40, 10 March 2023

Redirect.jpg Back to the Quick Start Guide main page.


Quote is a potential project. You can create it if the client is requesting the quote or if you are simply not sure yet you will get the project.

The basic steps are as follows:

1. Go to the Quotes list page and click New quote.

2. Enter quote info (specify the language pair(s), deadline, etc.) and click "Create".

3. Upload the files or links to files (file URLs) you received from the client, if any:

FILES.png

More info here.

4. Upload CAT log files or enter them manually if needed:

Calogs.png

More info here.

5. Enter receivables to indicate the amount to be charged from the client:

Create quote receivable.1.png

More info here.

6. Check if everything is ok and click "Send" to send the quote to the client or "Mark as sent" (the client will not get any notifications):

Quote details 1.png

9. Once the quote is sent, the client can Accept or Reject the quote. Or you can move forward the quote by marking it as accepted or rejected:

121.png

10. Having accepted the quote, both you and the client can "Create project"

21.png

More info here.

For more info on quotes, please see our wiki pages or our video tutorial YT client.png


Redirect.jpg Back to the Quick Start Guide main page.