Integrating Smart Quotes with memoQ works the same way as integrating Smart Projects.
You can start managing a memoQ project while the work is still being agreed upon in a Quote. The integration works in the following way:
- Once the Smart Quote is created and a memoQ-integrated Process is selected, you can create a project in memoQ linked with that Smart Quote (same way as for Smart Projects).
- You can import your source documents to memoQ for analysis from the Smart Quote.
- The results of the analysis can be then used to calculate Receivables and Payables. This way you can quickly see your potential income and margin.
- If the Client accepts the Quote and it is converted to a Smart Project, the project in memoQ will be linked to that Smart Project as well.
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