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Quotes & Proposals
Create, review, and approve translation quotes linked to leads, clients, and service offerings.
Quick quote filter
Narrow down quotes by status, client, and value range to focus your follow-ups.
Quotes
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Suggested workflows
1. Capture the request
Start from a Lead or Client Account so every quote is tied to a contact and source.
2. Configure services & pricing
Select the right ServiceOffering, language pairs, and pricing model to auto-calculate totals.
3. Send, track, and follow up
Move quotes from Draft → Sent → Accepted/Rejected and schedule follow-ups for high-value deals.
4. Convert to project
Once accepted, convert the quote into a Project and hand off to project management with no retyping.