Creating quote templates
Before you can download a personalized project quote, you must create a quote template. The quote template consists of an *.xlsx file personalized with your branding, layout, and smart markers.
Before you begin
- Become familiar with the smart markers that you can include in your
*.xlsxfile. - Create and configure the
*.xlsxfile.
Procedure
- Log in to Trados Enterprise by accessing this link: https://cloud.trados.com.
- Go to the Resources view.
- Select Pricing > Quote Templates.
- Select New Quote Template.
- On the New Quote Template page:
- Enter a name.
- Select a location. Select Root, Customers, or a customer-child location for the quote templates you will use for customer quotes (overall project quotes). Select Vendors or a vendor-child location for the quote templates you will use for vendor quotes.
- (Optional) Enter a description.
- Drag and drop or browse for an
*.xlsxfile configured with the appropriate branding and smart markers. - Select Create.