Questions?

They are answered by the XTRF community and our experts

+5
Answered

Package quotes

Here is an idea - when customer request a quote often he doesn't know all the options available. For example, he request a translation (in his understanding it's a service with only one job type) via email. But we instead provide him with a package quote with different options to choose:

  • translation only
  • translation + revision
  • translation + revision + QA, etc.

Of course we can indicate those as different services and workflows in the system. 

But the idea here is to give customer a possibility to choose directly from the e-mail/portal the option that best suits his needs and indicate the price for each option. 

Then, in a perfect scenario he chooses the option via 1 click and PM receives notification and quote is converted into a project with selected service.

 

What are your thoughts on this?

How possible is this scenario? Maybe someone has some advice or workarounds for this?

+5
Searching answer

Work log (time tracking feature)

Katie 4 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 4 years ago 38

Has anyone used the add-on feature of the work log, where users can track how much time they are spending on different tasks? If so, do you have any thoughts regarding its usefulness and accuracy?


Thank you!

+4

pics into "ISTRUCTIONS FROM CLIENT" tab

Gae 1 year ago in Home Portal 0

Hello,
I’m here to ask somebody ur opinion.

I’ve found out that “tab” INSTRUCTIONS FROM CLIENT” doesn't support formatting images and it is a simple text editor.

Does somebody think that could be a good idea for ur business too, to be able to copy and paste also some pics/screenshot?

XTRF’s support asked me to bring this discussion here:

Yesterday 09:36

Hello Gae,

Thank you for contacting XTRF Support Team.
Unfortunately, "Instructions from Client" doesn't support formatting images. As you wrote it is a simple text editor. However, If you think it is a good idea for the business to have this feature in future releases, please share your thoughts on UserEcho.

Kindest regards,


Thanks! ;-)

+4

LQA process in XTRF

How can we run a LQA process in XTRF with external documents and link them to the vendors. 

Use case: we evaluate vendors periodically with a balance score card

Ideally we would use XTRF e.g. the reports section "Client Feedback" to add the LQA information and to close with Pass or Fail. 


How does the rest of XTRF users deal with this issue? 

+4

Volume in notifications for new job proposals

Sandra Lara 2 years ago in Home Portal / Smart Projects updated by Myriam Garcia 1 year ago 2

We are modifying the templates for notifications and we want to include the volume. However, we want to retrieve that information from the Payables, section, this one exactly: 

I cannot find any code in the template to include that information. Do you know how to do it, if possible?

+4
Answered

Two-way constant communication between Vendor and PM

Juan Cardona 2 years ago in Home Portal / Classic Projects updated by Bogusław Reich (XTRF Product Owner) 2 years ago 7

As you may know, PM can leave notes to Vendors using the Instructions tab.
Also, Vendors can send a note to the PM when performing or completing a Job. However, PMs cannot reply to Vendors' notes and the communication is not fluid. Sometimes transit between PMs and Vendors may require more than two contacts.

We need a more fluid communication between PMs and Vendors. For instance, for large or difficult projects, Vendors should be able to contact the PM and clarify any doubts.

We propose that this functionality/option be included in XTRF (Classic Projects) so as to allow PMs and Vendors to communicate more than 1 time by either including the option of replying to Vendors' notes or including a ''Chat'' functionality.

Answer

@Juan, the idea of a "chat functionality" has already appeared on our Product Development Ideas forum. Feel free to leave your input / like there.

https://xtrf.userecho.com/communities/1/topics/153-integrated-chat-in-xtrf

We are looking closely at the topic of better in-project communication between the PM and vendors. We're hoping to share some outcomes of our research soon.

+4

Copying Tasks for Multilingual Quotes

Heidi 2 years ago in Home Portal / Smart Projects updated by Wim 1 year ago 3

I am trying to give Smart Projects another chance. I searched for this issue in the forum but couldn't find a matching topic. Is there no way to copy a task (receivables) from one language down to 10 more? It seems quite tedious to do it manually 10 times.

+4
Under review

Audit Log

Angelo 3 years ago in Home Portal updated by mark 2 years ago 13

It would be great is XTRF had a simple log somewhere that tracked every action: time when X happened and by who.  It would be very useful for:

learning how things get deleted

learning how long it takes for activities to complete

learn what activities took place

learning whether or not things get done by a certain amount of time

very valuable management and management KPIs can be developed from this. 

I'm sure it would also help with troubleshooting problems with projects and the XTRF too.  

Answer

Tomas is right. 
The feature is available, but not enabled for everyone. Contact Service Desk or your KAM about it. 

+4

Workflow job type - additional options other than PM

MindyK 3 years ago in Home Portal / Classic Projects updated by Joanna 3 years ago 1

When we setup our workflows, in the workflow jobs, we use the option 'Default Vendor' is the 'Current PM'. Is there a way that we can get another category added, which links to the project's profile, such as Account Manager (preferred) or Project Coordinator? This way, that person would be assigned to that workflow job in the workflow and we don't have to add them at every instance?

Thank you, Mindy

+4

Job evaluation by proofreader

I like the 5-point scale job evaluation because it is useful and very simple at the same time. But it looks like this feature was built with the intention of having the Project Manager enter the evaluation. I would much rather have the Proofreaders enter the evaluation for each translation job - ideally in a way that the job can only be moved forward to the next status once the Proofreader has entered the evaluation. That way we would collect evaluations for each and every translation job, without any hassle for the Project Manager.