Viewing and Approving Auto Quotes

An Auto Quote is similar to the Quick Quote and is also populated based on the cost scope and cost model provided by the vendor. Additionally, the Submitter or Project Manager can select one of the vendors and approve an Auto Quote. The auto quote is configured by the System Administrator at the project level.

To view an auto quote:

Open the Project Director dashboard (Active or Quote folder) and select a submission.
Click Review Quote under the submit tab.
The Jobs Selection dialog box appears.
Select the batch from the drop-down list and enter the target language(s).
Select the Group by vendor checkbox to view the quote for the selected batch for each vendor.
Click Proceed.
An information message appears if any of the vendors have not created a quote.
Click Yes if you wish to proceed and approve a quote for a vendor.
The Review Quote dialog box appears.
Click on the drop-down arrow to view the quote.
Select the checkbox with the language direction. For example, in the screenshot above, English (United Kingdom) > French (France) – Auto, if it is an autoquote workflow. If you have unchecked the Group by vendor checkbox in step 4 above then you will be able to view the quote from each vendor for each language. You can then select the vendor name.

You can include the Purchase Order (PO) Number for the submission.

Note:

The PO number can be set as mandatory by the System Administrator. If the Mandatory PO Number is enabled for the selected project, Project Director will not allow you to accept the quote unless a PO number is entered.

If there are more quotes to review for other languages or vendors, click Next.
Once you have selected all the quotes, click Accept Quote.
The selected Vendor will now be able to start the translation process.