Easily generate quotes in this first step of your project workflow. Start off by specifying the general project data and then move on to enter the volume and pricing details that your client needs.
Add any number of language combinations from the list that you defined in the master data, enter or import your CAT analyses and apply the agreed rates. You’ll never get lost switching between languages as you just have to click a specific set to highlight the corresponding details.
Are you supplying additional services to your client that are billed using other units of measure? Don’t worry. You can add any description and combine it with any other unit that has been defined in the master data.
Once you’ve added your delivery schedule and uploaded the project files, you’re ready to send the quote. Just specify any discount you want to apply and you’re good to go. Of course when you click to submit your quote, it doesn’t just fly off unchecked. You can display a preview of your offer, select or enter the e-mail addresses you want your quote to go to and only then send it off as a professional PDF in a customized mail template.
When your client’s go-ahead comes in, you can mark the quote as approved and FlowDezk will jump to the Resourcing tab.