First, access the Counts & Costs Tab for the project. Click on Quotes & Invoices to see if there are any existing quotes for the project.
To create a quote for a client, first, click on Supplier Counts and Cost.
Then tick the checkbox for the appropriate item and click on Set cost selected... This will configure the cost for the document based on entered pricing information in the system, total word counts, and any entered discount information.
If the supplier costing information has been configured, it will appear in the pop-up window below. You may click on Choose Cost to make changes or simply click on Ok.
When clicking on Choose Cost, you will be presented with another pop-up window where a price list, translation price, and percentage of total work covered may be configured. Click on Ok, when finished.
Click on Ok in the confirmation window and you will be redirected to the Supplier Counts and Cost information. After the cost has been set, you will need to click on Create a quote/invoice...
In the pop-up window, make certain that Quote Draft has been selected for the Status (or another applicable option in the drop-down menu).
Next, tick the checkbox for the Yes, accessible to the supplier option if you have the client portal and you want the supplier to be able to view the quote information when logged in. The quote may be generated in one of two formats:
Compact - With this option, only a total cost line will be provided.
Verbose - Every task included as part of the selected document will be displayed as separate lines in the quote.
Click on OK once the configuration has been finished.
Now you will be able to see the quote underneath Quotes and Invoices on the Counts & Costs Tab for the CoDyt project. The screen will automatically be refreshed after closing the above pop-up window. Click on Select to view the details of the quote and Attach it as previously shown in the Standard Project example.
Just as with Standard projects, you will need to do the following to finish quote creation in Wordbee:
Click on Attach when viewing the quote draft.
Either Create a file... or Upload a Document. If you create a file, then the standard Wordbee template will be used to fill in the quote details. You may also upload your own company template for populating the information.
Preview the file (if desired) and then click on Save & Attach.
A Download option will then appear to the right of Quote in the pop-up window and can be used to download the attached quote either internally or by the supplier/client (if permitted). Click on Close to exit the pop-up window.
You will automatically be redirected to the Quotes and Invoices option on the Counts & Costs Tab where the quote will now be viewable. The Purple Document Icon next to the status shows that the quote has been attached and can be downloaded.
Quotes generated using the Wordbee template will be downloaded as an Excel File (.xlsx) or a PDF File (.pdf). An Excel file will appear similar to what is shown below: