Quotes are created from an analysis using a Net Rate Scheme (optional) and Price List (optional). Quotes can be emailed to a Provider or a Submitter, exported in the Reporting, and viewed in the Homepage Dashboard.
Memsource offers two quote types:
Automatically Created Quotes
Available in all paid editions. When using the Automation Widget, the pricing information set in the widget's Service via the Price List will be used to create a quote and will be displayed to Submitters before the job is actually submitted. Quotes are also automatically created when using Automated Project Creation.
Manually Created Quotes
Project Managers with Ultimate or Enterprise editions can manually create quotes in the project. Analysis must be generated before manually creating a quote. Quotes can not be created from an analysis generated by another organization.
Once the Submitter approves the price and submits the work, the quote is listed in the project, where the type always will be Buyer and the status will always be Approved.
The Quotes table lists all quotes associated with a project and tools for working with them. From the Quotes table, quotes can be added, emailed, and deleted.
To create a quote, follow these steps:
From a project page, click New in the table.
Provide a name for the quote. If left empty, it will be named Quote #1.
Select afrom the dropdown list (Linguist or Vendor).
The quote will be visible to the selected provider in their Memsource account and will be listed in the Quote Report results.
If sharing is not required, leave this field empty.
Select aform the dropdown list.
Provide aand a .
If required, select a.
If more than one available, select anfrom the dropdown list.
The language pairing page opens.
Select language pairs and pricing to include in the quote. Select theoption to apply the same pricing to all pairs.
If pricing is accepted:
The project page opens and the quote is added to thetable.
Click Save & Email.
The project page opens, the quote is added to thetable and is emailed to the selected Provider.
If changes are required, click Previous to go back to the page
Click the pencil beside the Quote number to edit the quote.
If a Project Manager edits the price of the quote created through the Automation Widget:
Send an email notification to the Submitter using the Quote Updated email template with a link to the new quote.
Once the email is sent, the quote's status is changed to For Approval.
The Submitter opens the new quote and decides to Approve or Decline the new pricing information.
Once the Submitter reacts to the new price, email notification is sent back to the Project Manager and the quote's status will change to Approved or Declined.