The structure of the quote. In this image, the first folder is the overall quote, and directly underneath the quote folder is a language combination. Below the language combination folder is its task.

• • When you click on an item's name, you are taken to that item's display page.
  • To edit an item, click . When you click on this, you are taken to that item's display page.
  • To delete an item, click . A confirmation window appears. Confirm your decision.

Click either this button or next to the overall quote to add a new language combination.

When you click on one, you are taken to a new page. For a description of the page, click here: Add Language Combination.

Click either this button or  next to the language combination for which the task is to be created.

When you click on one, you are taken to a new page. For a description of the page, click here: Create Quote Task.

Click to duplicate an existing task in the quote and also configure what information is reproduced.

When you click on this button, you are taken to a new page. For a description of the page, click here: Copy Quote Task.

A list of all the tasks included in this quote.

• • When you click on a task's name, you are taken to the task's Display.
  • To edit a task, click . When you click this, you are taken to that task's display page. For a description of the display, click here: Task Display.
  • To delete a task, click , A confirmation window appears. Confirm your decision.

Click to create a new task and select for which language combination it will be performed.

When you click on one, you are taken to a new page. For a description of the page, click here: Create Quote Task.

Click to duplicate an existing task in the quote and also configure what information is reproduced.

When you click on this button, you are taken to a new page. For a description of the page, click here: Copy Quote Task.

A list of all the jobs included in this quote.

• • When you click on a jobs name, you are taken to the jobs display page.
  • To edit a job, click . When you click this, you are taken to that jobs display page. For a description of the page, click here: Jobs Display.
  • To delete a job, click . A confirmation window appears. Confirm your decision.

The identification data number assigned to this quote.

The unique name of the quote.

Enter the text into the field.

The current state of the quote.

The person at your company responsible for the quote.

To select a different sales person, click . When you click on this, a new window appears. For a description of the window, click here: Change Sales Person - Quote.

The account manager to be responsible for the customer.

To select a different account manager, click . When you click on this, a new window appears. For a description of the window, click here: Change Account Manager - Quote.

The project manager to be responsible for the project.

To select a different project manager, click . When you click on this, a new window appears. For a description of the window, click here:   Change Project Manager - Quote.

The project coordinator who works on the project.

To select a different project coordinator, click . When you click on this, a new window appears. For a description of the window, click here: Change Project Coordinator - Quote .

The specific workflow to be used in the quote.

Click the drop-down list and select a workflow.

A qualification such as knowledge of medicine or law terms required for a job in the quote to be performed.

Click on the drop-down list and select an item.

The date of the quote's creation.

Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.

The date when the quote closes and an answer to the offer is no longer permitted.

Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.

The supposed delivery date of the project files to the customer.

Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.

The estimated number of days needed to complete the potential project.

Enter a value into the field.

The automatic approval and conversion of the quote into a project after the quote's status changes to “Sent”.

• • To have the quote be automatically approved and converted into a project after its status changes to "Sent", select the tickbox.

  • To not have the quote be automatically approved and converted into a project after its status changes to "Sent", deselect the tickbox. The quote will need to be manually accepted.

Supplementary information necessary for this quote, for example, the date and location of a spoken translation.

To have the additional fields be visible, select the tickbox.

 Click here for a description of the additional fields...

	Here you can enter extra information, such as when the translation should be started and completed.
Place of Event	The location of the event related to the task. Enter the text into the field. Such information can be necessary for spoken translations.
Date of Event	The date of the event related to the quote. Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar. Such information can be necessary for interpreting projects.
Start Date	The date when the quote should begin. Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.
Deadline	The date when the quote should be completed. Manually enter the date in the appropriate date format set in System Configuration or click and select from the calendar.

The customer for whom the quote is intended.

• • To select a customer, begin typing his/her name into the field and select the customer from the suggestions list. You can also choose a customer by clicking . When you click on this button, a window with the Customer Browse appears.
  • To create a new customer, click . When you click on this button, you are taken to a new page. For a description of the page, click here: Customer Create.

The customer's unique rates to be applied to this quote.

Click the drop-down list and select the price profile.

The customer's own project number to be appended to the potential project.

Enter the information into the field.

The individual to whom the quote's notifications and ready files are to be sent.

• • To include more contact persons, click More. Additional fields appear.

 Click here for a description of the additional fields....

	Additional recipients of the quote's notifications and ready files.
Send Back to	The individual to whom the quote's ready files will be sent. Click the drop-down list and select a contact person. To create a new contact person for this customer, click . When you click this, a new window appears. For a description of the window, click here: Contacts Management. To have the selected contact person be the Send Back to individual for all of the project's tasks, select the Change in All Tasks tickbox. This field is mandatory.
Additional Contacts	Any other individuals to whom the emails related to the qoute will be sent. Click the drop-down list and select a contact person. When selected, the contact person appears above the drop-down list: To remove a selected contact, click . To add all of the customer's available contact persons, click Add all. To remove all selected contacts, click Remove all. To have the selected contact person be the Additional Contacts for all of the project's task, select the Change in All Tasks tick box.

• • To create a new contact person for this customer, click . When you click this, a new window appears. For a description of the window, click here: Contacts Management.
  • To have the selected contact person be the Contact Person for all of the project's tasks, select "Change in All Tasks".

A classification to be applied to the quote which can help a user when locating a quote or creating a financial report.

Click on the drop-down list and select a category. The category appears above the drop-down list:

• • To delete a selected item, click .
  • To add all categories, select Add all.
  • To remove all selected categories, select Remove all.

Click to save any modifications.

Click to terminate the modification process.

Click to immediately convert the quote into a project. When a quote is converted into a project, all of the information from the quote is duplicated to the new project, making it unnecessary to create a new project and manually re enter all the data.

When you click on this button, you are taken to a new page. For a description of the page, click here: Converting Quote to Project.

Click to decline the quote.

When a quote is declined, the status is listed as Rejected.

Click to designate that the quote needs to be reviewed.

When a quote is under the review, the status is listed as Pending.

Click to reinstate a rejected quote.

When a quote is reopened, the status is listed as Pending.