Quotes
A Quote is an estimate of the scope, timing, and cost of a prospective translation project.
- 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).
On the WorldServer side, a Client Manager can use the Requested By feature to create a quote on behalf of a client user.
About the Quotes Listing Page
- All Quotes to view all quotes in the system to which the current user has access
- Quotes I created to view all quotes of which the current user is the creator
- Quotes I requested to view all quotes of which the current user is the requestor
- Quotes for clients I manage to view all quotes for clients for whom the current user is the Client Manager
- Quotes for clients I am a member of to view all quotes for clients of which the current user is a member including the Client Manager
- Quotes with workflow tasks assigned to me to view all quotes with workflow tasks assigned to the current user
For Workflow Based quotes, there is a Quote Processing Task column that contains a link to the corresponding project's tasks page as well as the current project status.
About the Quote Approval Process
If a quote is cycling through a quote-approval workflow, you can modify its attributes without having to define an explicit workflow action. Note that the quote status is driven by the workflow if the Set Quote Status automatic action is included. If the automatic action is not included in the workflow, then users with the appropriate permissions can modify the quote status through WorldServer. For more information, see Quote Approval Process Overview.