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:
- 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).
- 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 with that Smart Project.
For more information click here : How to create a Smart Project with memoQ integration
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