Create and Send Offers (Quotes)
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Offer creation follows the same basic procedure as project creation. Data input first takes place in a separate input screen. However, the creation of offer items (sub-projects) is slightly different from project management.
Offer Input Screen
Some information in the input screen is for internal processes, other for your customer's information.
Using Offer Templates
You can declare any existing offer as a template and use this in the creation of new offers. For more information read Project and Offer templates.
Text Count in Offers
The text counting feature is capable of processing MS Office formats (incl. PowerPoint), PDF and general text.
For information on how to use TOM Count go here.
Managing offer items
Method 1: SP-Assistent while in Input window
Method 2: Adding offer items
Upon returning back to the main offer screen, the first offer item will have been created for you.
Printing the Offer
If you have long introductory text the 2-page option will force all offer items to appear on the second page (thereby avoiding undesired page breaks). This may require a little experimenting,
requires TOM to run on FileMaker Pro, more info here
prints the offer using an MS-Word template, more info here
E-Mailing the offer
Click the E-Mail navigation tab (at the bottom of the screen).
You can create
Option: Inquiry to several translators
You can send out an inquiry to several translators at a time. This feature