Handling project quotes and costs
You can check the details of your project quotes and costs in the Costs sub-tab of projects. Translation costs (quotes) are computed automatically by the system based on the rates configured in the project Pricing Model.
About this task
- Customer quote - This is the sum of all the costs in a project. The quote can be generated based on the default quote template or on a custom quote template.
- Vendor quote - This is the sum of all the costs in a vendor order template. Vendor order templates are forms which bring together details like: which vendor users can be assigned to which tasks, how much the vendor's work costs. If you do not assign your work to vendors (external collaborators), you do not need to set up vendor order templates. The quote can be generated on the default quote template.
You can access (view, edit, download) the customer quote and the vendor quote (if available) from the Costs sub-tab of any project. Here are some guidelines on when and how to handle (view, edit, download) quotes:
- Customer quote (the overall project quote)
- If your cloud subscription includes the Trados Customer Portal entitlement and if your workflow includes the Customer Quote Approval task, then you can edit the customer quote (project quote and costs) from the Costs tab only after your customer approves the initial costs (only after the Customer Quote Approval task is completed).
- If your cloud subscription does not include the Trados Customer Portal entitlement or if your workflow does not include the Customer Quote Approval task (even if you purchased Trados Customer Portal), you can edit the customer quote (project quote and costs) from the Costs tab at any time.
- Vendor quote (the vendor order template associated with project tasks)
- You can edit the vendor quote or its costs from the Costs tab.
- You can consult the vendor quote at any time, irrespective of the project status.