The classic order form can be integrated with your website and provides an easy way for new clients to request work by submitting a general order. When this form is used, the order will be viewable in the system; however, the client will not exist and a project must be created manually from the submitted order.
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Since this is a new client in the system, a project template will most likely not be available. Project templates can be used to streamline several tasks for new projects in the system including compatible resources, workflow, pricing, word count settings, document format profile, and custom fields. These are typically created after one project has been placed in the system for a client. To learn more, please see Project Templates in the User Guide section.
Additionally, you can configure what tasks will be completed for the project (i.e. translation, revision, proofreading, etc.). Tick each applicable checkbox in the pop-up window to configure this information for the new project. For this example, there are no project templates and only translation + revision will be performed.
A pricelist defines the costing for work to be done. With it you will define the currency, discounts for fuzzy matches, discounts for pre-translations, and the price per task (translation, revision, etc.) and language pair (English to German, German to French,...). For orders being submitted through the classic form, you typically will not have a pricelist defined for the prospective client.
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Next, you will need to complete a word count for documents. This information is necessary to properly calculate the cost based on the number of words and the pricelist information.
For a standard project, this is done by clicking on the Word Count Tab and then clicking on Count Words. If there is more than one target language, you will need to choose target languages in the drop-down menu and then perform this step for each one.
Choose a Word Count Profile or manually configure the options within the pop-up window. Then click on OK to finish the configuration.
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To learn more about Word Count Profiles, please see the Create a Word Count Profile page. |
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To learn how to perform a Word Count for standard projects, please see the Count Words page in the Getting Started Section. |
Now when you view the order, you will see the cost on the Order Details Tab. Access permissions will also be displayed for the client. If you have the client portal and a login exists for the client, they can view the cost and quote information by logging in.
Step 4: Generate a Quote
For CoDyt projects, select the documents again and click on Create quote/invoice. Make any needed changes to the configuration and choose a format in the provided pop-up window. Then click on OK.
Next, attach the quote to the project by clicking on Attach to the left of Quote in the pop-up window. Create the file from the default Wordbee template or upload your own template. Then Save and attach the quote.
Click on Close to exit the pop-up window.
Step 4: Generate a Quote
Click on the Cost Tab and then click on Add New.
Leave the current options selected in the pop-up window and click on Continue.
Choose a pricelist from the drop-down menu and click on Continue.
A preview of the quote will appear. Make any needed changes and then click on OK to save it. Click on Close to exit the pop-up window and return to the Cost Tab.
Next, click on Select to attach the quote to the project. To attach the quote, you will need to Upload a template or click on Create File to use the default Wordbee template. Then click on Save & Attach to finish.
Once the quote draft has been created and attached to the project, the Quotes and Invoices section will appear as shown below. The quote can be printed, downloaded, exported, etc.
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For more information about completing quote generation for CoDyt & Standard projects, please see the Client Quotes & Invoices section. |
Step 5: Send the Proposal
Go back to your order by clicking on Orders in the Menu Bar and then clicking on Select. On Now when you view the order, you will see the cost on the Order Details Tab. Access permissions will also be displayed for the client. If you have the client portal and a login exists for the client, they can view the cost and quote information by logging in. On the Order Details Tab, click on Send Proposal.
If desired, you may enter a message to send with the proposal to the client. Click on OK to send the proposal.
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