Creating a Quote for a Client

Typically, a Client Manager responds to requests for quotes that were created by Client users in TransPort. Occasionally, a Client Manager may create a quote on behalf of a Client. For example, a Client may email or phone the Client Manager to request a quote for a translation project. In this situation, the Client Manager can log into WorldServer and create a quote for that user. The benefits of creating quotes on behalf of a Client in WorldServer are:

Immediate availability of requested quotes to Clients through TransPort.
Quote requests initiated by email or phone can be managed through WorldServer and TransPort directly.

To create a quote on behalf of a Client, specify the following:

Name. The name you assign displays in the Quotes List. (Required)
Description. An optional description displays in the Quotes List.
Client. A list of Clients to which the current user belongs. Select a Client on whose behalf you are creating a quote. (Required)
Requested By. A list of client users for the selected Client. To select a client user on whose behalf you are creating this quote, select the Manual quote-approval process in the Approval Process section. Note that the system treats this user as the person who requested the quote.

Project Type. A Project Type associated with the Client on whose behalf you are creating the quote. When you create a new project based on this quote, the Project Type can automatically:

Create a set of AIS locale folders with linkages.
Apply a set of AIS properties and default workflows.

Set a Source Locale.

Tip: If there are multiple project types for a Client, select the one most suitable for the project from the Available Project Types list. Remember, a project type is optional; you can create quotes without selecting a project type.

Approval Process. For more information, see Quote Approval Process Overview.
To set up a Workflow Based quote-approval process:
1. Select a Workflow from the available quote-based workflows. (Required)
2. Select a Workgroup. (Required)
When you create a new workflow-based quote, WorldServer automatically creates a corresponding project using the name formula: Quote <Quote Name>.

Status. If you select Manual quote-approval process, you can choose an initial status:

Requested. A client user requests a quote or an update to a quote.
Pending Approval. In response to a request for a quote, the Client Manager (typically) scopes the job and provides a quote document. The client user who requested the quote now has to review and approve the quote.
Approved. The client user agrees to the quote provided by the Client Manager.
Abandoned. The quote is made inactive by either the client user (requestor) or the Client Manager (provider).

Note: If you chose the Manual quote-approval process and set the status to Pending Approval, the next step is for the client user to inspect the quote document and either approve it or reset the status to Requested for further adjustment. If you chose instead to use the Workflow Based approval process, the workflow will dictate the next step. Client Managers and client users receive automatic email notifications when tasks are assigned to them.

Quote Document(s). Based on the scoped assets for this translation project, create one or more documents that estimate the translation costs. For more information, see Adding New Files.
Custom Attributes. Any previously defined custom attributes, such as a priority selector or purchase order number, display on the page.
Project Due Date. Specify a date when the project should be completed so the responsible parties can be notified as the date approaches or is passed.
Source Locale. The locale from which you are translating. (Required)
Target Locales. The locales into which you are translating. (Required)
Asset(s). Locate and add the assets that will be translated. (Required)
Get Scoping and Estimates. Select this option if you want to determine how many words are in a particular project, and how much translation will cost, based on a selected cost model.

After saving the quote, you can enter questions, comments, or requests in the Enter note for Quote <Quote name> change log dialog box. This note appears in the Change Log section located at the bottom of the Quote page, and is a way of communicating with the next person handling the quote.