Hello, Codians (?),
Small translation company in Surrey (UK) with a big question here.
At present, we use one Google Spreadsheets per client to keep track of our projects/price offers.
We email a simple estimate to client for each component of a project – and then enter a simple line of data (document name/requester/linguist/planned delivery date/quoted price/quote accepted/balance on purchase order) on a Google spreadsheet (one sheet per client).
It works, client has view-only access to their Google sheet so they can track what projects are on and how much they spend.
What we would love, without spending ages on creating a script:
- be able to enter the same above info in a Coda document that’s shared between us (a couple of users) and clients (in view mode)
- automatise emailing the quote we enter on Coda to client (very simple : "this project would cost XX, please confirm go-ahead)
- have a tick when client confirms go ahead for a quote (project goes to “accepted”)
if there was a way for the client to click on a “accept quote” link on the email they receive and us being notified, this would be fab
Question: is Coda the right tool for this? What is the learning curve like for a reasonnably tech-minded person?
Thanks for your help