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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For more information about marking documents for translation, please see the Upload Your Documents page for CoDyt projects in the Getting Started Guide. |
Step 4:
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Set Cost and Generate a Quote
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. To complete this step, you will need to do the following:
- Click on the Counts & Costs Tab
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- Click on Client counts and cost.
- Tick the checkbox for
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- each document to be costed.
- Click on Set cost selected...
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- In the pop-up window, mark the appropriate documents.
- Click on OK to set the cost and close the pop-up window.
Wordbee will perform a word count automatically for CoDyt projects and calculate the cost based on the chosen pricelist.
Mark the documents in the provided pop-up window that you want to cost and then click on OK. You After clicking on OK, you will be returned to the Counts & Costs Tab where the cost of each document will now be displayed.
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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.
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After the cost has been set, you will be able to generate a quote for the work. To so so,
- Select the documents again
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- Click on Create quote/invoice.
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- Make any needed changes to the configuration
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- Choose a format in the provided pop-up window.
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- Click on OK.
Next, choose access permissions for the client by clicking on the drop-down menu. The default is "No Access"; however, you may choose to let the client view the quote as well as edit the cost details. Then click on Select for to create the quote draft for the project.
Attach
the quote to the project by clicking A popup window will appear where you can review the quote information, make changes, and attach it to the project. The following steps must be completed:
- Click on Attach to the left of Quote in the pop-up window.
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- Create the file from the default Wordbee template (Create File) or upload your own template (Upload).
- Then Save and attach the quote
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- Click on Close to exit the pop-up window.
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 To learn more information about completing quote generation for CoDyt projectsabout setting the cost of selected documents, please see the Creating Client Quotes page in the Managing Quotes & Invoices section. |
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5: Send the Proposal
Go back to your order by clicking on Orders in the Menu Bar and then clicking on Select. On the Order Details Tab, click on Send Proposal.
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