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Editing quote templates

You can edit the name and description of a quote template, as well as replace its *.xlsx file. You cannot change the location of an existing quote template.

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 the check box of the quote template you want to edit.
  5. Select Edit.
  6. Edit the name and description.
  7. To replace the *.xlsx file, delete the current file, and then drag and drop or browse for the correct file.
  8. Select Save.