Can I integrate a Smart Quote with a project in memoQ?

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:

  1. 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).
  2. You can import your source documents to memoQ for analysis from the Smart Quote.
  3. 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.
  4. 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.

Learn how to create a Smart Project with memoQ integration.

CAT memoQ Quotes Smart Projects

Is this article helpful for you?