Request a new quote on the Client Portal

Introduction

The fields and steps below are only examples; your language service provider could configure them differently.

To request a quote, sign into the Client Portal, and click the REQUEST A QUOTE button in the top right-hand corner.

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For your convenience, the quote-requesting process is divided into steps.


I. Basic information

In the first step, you need to provide the basics for the future project. Some of the presented fields are mandatory, and you need to provide the data before proceeding to the next step.

  1. Project name → type in the name of the future project. There is no requirement to make it unique, but it is easier to differentiate one project from another if the name is unique.

  2. (Optional) Office → if you use multiple offices, select the office to which this project should be assigned.

  3. Service - the kind of services that will be required. Usually, it is the name of the Workflow used for this project. Select from the drop-down list one of the options of your language service provider. This field is mandatory.

  4. Specialization → a qualification such as knowledge of medicine or law terms required for a job in the project. Select from the drop-down list one of the options given by your language service provider. This field is mandatory.

  5. Source language is the language of the source document you want to translate. Select a language from the drop-down list. You can choose only one language as the source. This field is mandatory.

  6. Target language(s) → the language(s) of the final target files. Select from the list of available languages. Multiple selections are possible. To remove a language, click the × next to the language name. This field is mandatory.

  7. Requested delivery date and time → the date and time you propose to deliver completed target files. In other words, it's your proposal for the deadline of the future project. Click on the field and use the built-in calendar to select the correct date. Type in the time to clarify the deadline for the selected day.

  8. When all data is provided, click the SOURCE FILES button to proceed to the next step.


II. Source files (Optional)

This step is not mandatory; you can request a quote without attaching any files. Click the Continue without files button to skip this step.

In the second step, you can attach files to the quote request.

Source files

The source files are the files that you want to translate to a different language(s).

  • To attach the files to the quote request, just drag and drop them into the window directly from your file browser. The second option is to click the Choose files to upload or Add files buttons and locate the files on your drive.
    The attached files are listed at the top of the window. To remove an already attached file, click the × at the end of the row.

  • If you want to translate the text copied to your computer's clipboard, click the Add text from clipboard button. Type in or paste the text into the window and confirm with Add text or click Cancel to abort and go back to the previous window.

  • Click the Reference materials button to expand the window for the resource files.
    The reference files can be attached to the request form, similar to the source files. Drag and drop or click the Choose files to upload or Add files buttons.

  • To go back to the previous step, click the BASIC INFORMATION button. Click the FILE STATISTICS button to proceed to the next step.


III. File Statistics

The file statistics are helpful while estimating the costs of the future project.

In this step, you have a preview of the statistics of all source files attached in the previous step. Here you can see the approximate number of characters and words for each attached file.

  • To go back to the previous step, click the SOURCE FILES button.

  • Click the SUMMARY button to proceed to the next step.


IV. Summary

In the last step, you have an overview of the information provided.

  • Contact Person - select a contact person at your company responsible for the future project. If you select the checkbox Send back, this contact person will also receive the ready target files. Select a person from the drop-down list. If you have only one contact person registered in your Portal account, they will be selected automatically.

  • Notes - add a comment or a note to the request.

  • Start project without waiting for my approval - when you select this checkbox, the quote presented by your language service provider will automatically be approved.

  • To go back to the previous step, click the FILE STATISTIC button.

  • When all the information is provided, click the REQUEST A QUOTE button to submit the request to your language service provider.


V. Confirmation

The Portal will acknowledge the submitted request and allow you to preview the quote or create another request.

  • Click the SHOW QUOTE button to review the recently submitted quote request. To create a new quote request, select the REQUEST ANOTHER QUOTE button.

  • Click the CLOSE button to close the request form window.

At the same time, you will get an e-mail notification confirming that your quote request was registered.

When the detailed quote is ready, you will receive an e-mail notification from your language service provider.