Enquiries & quotes
Every enquiry in one list, and quotes clients can accept or pay online
Web, email and phone enquiries land in one list, so nothing waits in someone's inbox. Count the words in the client's documents in one click, send a quote from your own template, and let the client accept it or pay for it online. Accepted quotes become bookings and projects without re-typing.
Highlights
Website quote assistant
A chat on your website collects the visitor's details, requirements and documents, then creates a complete enquiry with the conversation attached.
Enquiries from email
Emails to your shared mailbox are checked for new enquiries, which are created after a duplicate check.
Word counts
Count the words, pages, repetitions and translation memory matches in the client's documents in one click. Scanned PDFs and photos are read with AI in the background.
Online acceptance and payment
Clients accept quotes online, or pay by card or PayPal before work starts when you require payment.
Included
What's in enquiries & quotes
Included on every plan, with no add-ons to buy.
- Enquiry source recorded: web, email, telephone and more
- Duplicate check by email address and phone number
- New web enquiries shared across your sales team
- Create the client from an enquiry in one click
- Single-service quotes and multi-service project quotes
- Quote PDFs from your own templates and letterhead
- Accepted quotes become bookings and projects without re-typing
- Custom fields that carry from enquiry to quote to job
- Files attached to an enquiry carried to the quote and on to the project
- Quote reminders on a ladder you set, stopped when the client replies
- Enquiries marked won when their quote becomes a project
- A time zone on every job for US and multi-region teams
- Enquiry, quote and order figures for each salesperson
Works together
Related modules
Interpreting bookings
Face-to-face, telephone and video bookings, job offers by email and SMS, and remote sessions in your own rooms or Microsoft Teams.
Learn moreTranslation projects
Single jobs and multi-document projects, machine translation drafts, certificates and postal packs.
Learn moreClient portal
Clients request services, order translations, accept quotes, follow their jobs and pay invoices online.
Learn moreStart your free trial
Try every feature free for 30 days, or book a demo with our team. No credit card needed.