Reviewing and Approving Full Quotes

The Submitter or Project Manager also has the option to review a quote provided by the vendor in detail and approve or reject it. In order to do this, the workflow chosen for the submission must include a quote step. The quote provided by the vendor will include the cost per word, which is populated according to the cost scope and cost model. The quote may also include other line items such as project management, quality assurance or desktop publishing related cost, if any. If you do not wish to wait for a quote from the vendor, you have the option to accept the quote based on the cost per word.

To review a quote:

  1. Open the Project Director dashboard (Active or Quote folder) and select a Submission.
  2. Click Review Quote under the submit tab.

    The Jobs Selection dialog box appears.

  3. Select the Batch from the drop-down list and enter the Target Language(s).
  4. Select the Group by vendor checkbox to view the quote for the selected batch for each vendor.
  5. Click Proceed.

    The Review Quote dialog box appears.

  6. Click on the drop-down arrow to view the quote.
  7. Select the checkbox with the language direction and cost. For example, in the screenshot above, English (United Kingdom) > German (Germany) – 88.00.
  8. 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.

  9. If there are more quotes to review for other languages, click Next.
  10. Once you have reviewed all quotes and selected vendors accordingly, click Accept Quote.

    The selected vendors will now be able to start the translation process.

      Note:

    You can review the quote only when the Workflow Status of the submission is In Progress and the vendor has entered a new quote for the submission.

    If a vendor has not created a quote, you can also select them based on the cost model quote. The term Auto Quote will appear next to those vendors who have not included a quote. This is possible only if this option is enabled in the project configuration.

    Click to generate a PDF output of the quote or click under the manage tab. Click to view the cost model based quote for the submission.

Parent topic: Viewing and Reviewing Quotes