Documentation Center

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

Make sure you perform all the prerequisites:
  • Become familiar with the smart markers that you can include in your *.xlsx file.
  • Create and configure the *.xlsx file.

Procedure

  1. Log in to Trados Enterprise by accessing this link: https://cloud.trados.com.
  2. Go to the Resources view.
  3. Select Pricing > Quote Templates.
  4. Select New Quote Template.
  5. On the New Quote Template page:
    1. Enter a name.
    2. 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.
    3. (Optional) Enter a description.
    4. Drag and drop or browse for an *.xlsx file configured with the appropriate branding and smart markers.
    5. Select Create.