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For a system generated quote to be accurate, it is important to have a defined pricelist, an uploaded document marked for translation, and the word count completed. This information will be used along with the cost per task (i.e. translation, revision, etc.) to ensure a proper quote is generated for the project.
The process for generating a quote is different depending on the type of project:
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Standard Projects
First, access the Costs Tab for the project. If no quotes exist for the standard project, the screen will appear as shown below. To create an quote for a client, first click on Add New in the upper right corner of the screen.
Then tick the radial next to Create client quote/invoice and click on Continue.
Next, choose a pricelist from the drop-down menu and click on Continue. The pricelist will be used to generate the costs for the quote based on fuzzy match discounts, configured rates, etc. Make certain the appropriate pricelist is selected. Note that the information can be modified at a later time if needed.
The quote information will appear as shown below. Be certain to review the pricing information to ensure it is correct. A drafted quote will show all work for the project along with any applied discounts for fuzzy matches. The total cost is displayed at the bottom of the invoice.
To the right of each displayed line, additional options are provided for managing each line in the quote. Click on the Trash Can to remove the line or the Add 
to add a line to the quote. If you need to change pricing information, click on the Pencil Icon. Use the Up or Down Arrows to change the position of a line in the quote.
You may also enter an Quote Number, select an Quote Date, and configure an Effective Date for the drafted quote. If an effective date is not configured, then the current date will be used for the quote. A section is provided for entering an optional Header Line as well. When finished with any needed changes, click on OK in the upper right corner of the pop-up window.
If everything within the quote draft is correct, you will need to attach it to the project. This can be done by clicking on Attach next to Quote in the pop-up window.
A quote may either be created using the template provided by Wordbee Translator or from one that is specific to your company. In the pop-up window, you can either:
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To the left of the Create File... option, you can click on Format Options for the new quote being generated with the template. Here you may choose the document layout and file format for the quote.
Within this pop-up window, you may choose a different language or switch to PDF format. The default selections are English and Excel. After making any needed changes, click on Create File... to continue.
After the quote information has been added to the default Wordbee or selected template and the file has been created, you will be able to preview the quote prior to attaching it by clicking on Preview File.
The file will be downloaded to the computer for viewing. Click on Save & Attach to save the quote and attach it to the project.
Once this is finished, you will see a download option appear next to Quote in the pop-up window. This option may be used at any time to download the new quote for the project. Click on Close to exit the pop-up window.
You will automatically be redirected to the Cost Tab for the project. Here you will be able to view the quote, cost, make changes, and download the file. Use the Purple Document Icon to download the Excel File (.xlsx).
CoDyt Projects
First, access the Counts & Costs Tab for the project. You may 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 Client Counts and Cost.
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