TraqWorx Quote & Contract Management for Translation Projects
TraqWorx Quotes & Contracts makes quoting easy, contract management simple, and converting quotes to projects and invoices seamless. Built for translation project managers, it lets you quote accurately and professionally and track contractual details in one place.
Streamline
Easy Quote Generation
Generate quotes for leads or clients to get projects started with clarity
Integrate
Seamless Conversions
Convert quotes to projects, proforma or invoices in one click
Automate
Request Simplification
Use embedded forms to collect quote requests directly
Unite your tasks, tools, and teams in a single location
Quote for Clients and Leads
Create detailed quotes for each client and lead. Whether you’re working with existing clients or new leads, the TraqWorx quoting tool lets you respond quickly and stay on top.
- Quote for Leads and Clients: Quote with ease for a new lead or an existing client.
- Customize Quote Details: Tailor each quote to the project requirements, so it’s clear and accurate.
- Professional Presentation: Deliver professional, branded quotes that match your company’s standards.
Quote Requests with Customizable Forms
Save time by having potential clients request quotes through your website. With TraqWorx you can create custom forms that integrate seamlessly, capturing quote requests and importing them into your project management system.
- Website Integration: Embed quote request forms on your website to collect leads easily.
- Automated Capture: All quote requests are imported into TraqWorx, so follow-ups are a breeze, no manual data entry.
- Custom Fields: Customize form fields to collect the information needed for quoting.
Quote to Project to Invoice
When a client approves a quote, TraqWorx makes it easy to convert that quote into a project, proforma, or invoice. Go from quote approval to project start without delay or manual work.
- Convert Quotes to Projects: Start a new project instantly by converting approved quotes with one click.
- Invoices from Quotes: Create proforma invoices and formal invoices from your quotes so everything matches.
- Streamlined Process: No need to duplicate data entry by going from quote to project.
Contract Management for Client Relationships
TraqWorx Contracts keeps all agreements secure, accessible, and customizable for each client. Whether creating new contracts or linking quotes to existing agreements, TraqWorx keeps legal documents in order.
- Create from Scratch: Create new contracts for each project and client.
- Link Quotes to Contracts: Link quotes to specific contracts so everything is clear and tidy.
- Store and Access: Store all contract documents in TraqWorx so they’re easy to find.
Automate and Track Quotes and Contracts
TraqWorx lets you automate parts of the quoting and contracting process to save time and reduce errors. Track each quote’s status and stay on top of contract deadlines and renewal dates with built-in reminders.
- Reminders: Set reminders for contract renewals, deadlines, and follow-ups, so everything stays on track.
- Quote Status: Monitor quote approved, pending, or rejected status, to stay informed and responsive.
- Detailed Records: Store all quotes and contracts in a database so you have a complete history for each client.
What People say about TraqWorx?
Discover how TraqWorx has transformed workflows and empowered teams to achieve more.
TraqWorx has changed the way we manage translation projects. By consolidating our workflows we’ve reduced meetings and emails and our team can focus on what matters.
Alex Johnson
Why TraqWorx for Quotes & Contracts?
TraqWorx Quotes & Contracts makes translation project management easy. From quoting to contracts to converting quotes to projects – it’s covered – so you can be organized and efficient.
Join thousands of project managers who use TraqWorx for quote and contract management. Sign up now and start creating and managing quotes and contracts more effectively today.
