Quote card
Some fields in the Quote card are already filled with the information entered when the quote was created. However, you can change them or add more details:
Select another Client.
Select or change the Service.
In the Offer Expiration field, you can set a limit on your client's response time. By default, it is set to 24 hours. To change the default Offer Expiration settings, go to the
Configuration menu > Projects and Quotes > Settings > Scheduling tab.In the Expected Delivery Date, set the estimated due date for the project. You can also set the expected duration in the Business Days field.
Enter the Client PO Number – a purchase order number or any reference number on the client side.
(Recommended) Enter the Volume of the source file(s) to determine the duration of translation, proofreading, and other steps in the process.
If you enter the source volume, you can use the Automatic Job Dates feature to schedule jobs. For details, see the Configure the Automatic Job Dates guide.
In the Client Notes field, check the notes the client added in the Client Portal. You can also enter additional information provided by the client here (such as special instructions).
In the Internal Notes field, add information that will not be revealed to the client but is important to internal staff.
Click the
icon to open the Automation configuration popup window. Here you can enable or disable automatic quote approval. When enabled, a project will be created automatically when a client approves the quote.
Other cards are described in the Smart projects section.