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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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.
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Step 5: Send the Proposal
Go back to your You will need to view the details for the order by clicking on Orders in the Menu Bar and then clicking on Select for the appropriate one. On the Order Details Tab, click on Send Proposal.
This will send the costing information to the client so they can review and accept the proposal.
A pop-up window will appear. If desired, you may enter a message in the pop-up window to send with the proposal to the client. Click on OK to send finish sending the proposal.
Your message will appear in the Order Details as shown below and the status will now show Proposal.
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6: Propose and/or Assign Jobs
You are now ready to send job proposals to suppliers for the project tasks. To do this, click
- Click on the Project Tab when viewing the order.
- Then click on the Jobs Tab.
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- Click on Manage for the desired job to select one or more suppliers.
In this example, there are two different translation and revision tasks (German and French) for the English Source Language. You will need to use the drop-down menu to choose one and then select the suppliers. This will need to be done twice to assign the translation and revision work.
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