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

Yes, you can start managing a memoQ project while the work is 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 (in the 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 with that Smart Project.

For more information click here : How to create a Smart Project with memoQ integration

CAT memoQ Quotes Smart Projects

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