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.
...
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.
...
Then tick the checkbox for each document that should be included in the job. You can also set dependencies automatically, set access rights for reference materials, and add any internal comments pertaining to the task. Once finished, click on OK in the upper right corner.
Once all jobs have been created, click on Back to Project to view the jobs and assign or propose them to suppliers. The Jobs Tab will appear as shown below. To propose or assign the job to a supplier or supplier group, click on Select for the appropriate job.
Then click on Choose Supplier to propose or assign the job.
| Info |
|---|
For more information about creating jobs for standard projects, please see the Create and Assign Jobs page in the Getting Started Guide. |
They
Then click on 
to choose a supplier for the job.
Click on Select for an individual supplier or click on another option (supplier groups/crowd sourcing) to propose the job to multiple suppliers at once.
If the job should be proposed to the chosen supplier(s) automatically, make certain the highlighted option is enabled prior to clicking on OK. You can also enter a message for the supplier. Proposals can be sent later if needed by viewing the job and clicking on Send Proposal.
Once the jobs have been created and a supplier has been proposed the job, they may also log into the client portal (if the feature is enabled on the platform) to view the job proposal and accept it. With this feature the supplier may also conduct the work and submit it.
Step 7: Complete Work
The supplier will need to accept the proposal either via the client portal or email and complete the work. The work may be completed via the CAT editor or another preferred tool. The alternative choice will involve downloading the document, completing the translation, and then uploading it to Wordbee Translator.
Once the work has been completed, the status will need to be changed to completed so it can be handed off to any additional suppliers such as a revisor or someone for proofreading. The translator (if using the client portal) will be able to check the translation and change the status. They may either close the job or keep it open for continued communication until the project has been completed.
After a job has been completed, they will still be able to view messages, see the terms & conditions, and rate the job. For more information about the rating feature, please see the Rating Orders & Jobs page.
The project manager will see the following on the Jobs Tab for the project after a job has been completed:
...
A job proposal may also be accepted via the email notification they receive.
| Info |
|---|
For more information about creating jobs for standard projects, please see the Create and Assign Jobs page in the Getting Started Guide. |
Step 7: Generate Invoices
After all jobs have been completed, the next step will be to generate an invoice for the completed work. To generate an invoice, first click on the Project Tab when viewing the order details. Then do the following:
...