Reviewing customer quotes

If you create a project based on a workflow which includes a customer quote review, you can add supplementary costs to the automatically-calculated cost. Access the Customer Quote Review task assigned to you from the Inbox view.

Procedure

  1. Log in to Trados Enterprise (by accessing this link: http://languagecloud.sdl.com/lc).
  2. Go to the Inbox view.
  3. Select the New tab.
  4. Identify the task and select the check box corresponding to the task row.
  5. Do one of the following:
    • If you don't want to check the task details, but want to start working straight away, select Accept.
    • If you want to check the task details (before accepting it), select the task, and in the [task_name] window, check the task details and select Accept.
  6. Select the Active tab.
  7. Identify the task and select the check box corresponding to the task row.
  8. On the Details sub-tab, make changes by adding or removing costs. You can modify the Language Costs or the Additional Costs:
    1. (Optional) Under Pricing Model, you can select a different pricing model. Note that if the pricing model is applied correctly, then the quote is recalculated automatically. For a pricing model to be applied correctly, it must have the same currency, fuzzy bands, and language pairs as the one you are replacing it with. The list is populated with the pricing models which have the same currency, fuzzy bands, and language pairs. Note that while the Customer Quote Review task is still Active, you can change the pricing model as many times as needed. The system does not currently keep a historical record of the pricing models which got changed. When you change the pricing model, the quote notes are reset.
    2. Under Language Costs (these apply at language level):
      • To edit an existing cost, expand the target language menu, identify the cost, select pencil sign, and make your changes.
      • To delete an existing cost, expand the target language menu, identify the cost, select vertical dot menu > Delete.
      • To add a cost, expand the target language menu, select vertical dot menu > Add Language Cost. Enter a name for your cost and then specify its details depending on its type:
        • Volume - Under Select Unit, specify whether the cost refers to Words or Characters. Under Set Unit Cost, specify the cost per word or per character. You can specify positive or negative values. Check Example 1 in this topic.
        • Per page - Under Set Unit Cost, specify the cost per number of pages. Under Set Value, specify the number of pages. You can specify positive or negative values. Check Example 1 in this topic.
        • Hourly - Under Set Unit Cost, specify the cost per number of hours. Under Set Hours, specify the number of hours. You can specify positive or negative values. Check Example 1 in this topic.
        • Percentage - Under Set Value, specify the value of the percentage. The percentage applies to all the costs above it (translation costs and other language costs). You can specify positive or negative values. Check Example 1 in this topic.
      • To add a conditional cost, expand the target language menu, select vertical dot menu > Add Language Cost. Enter a name for your cost and then:
        1. Under Set Type, select Conditional.
        2. Under Set Variable Cost, select the criteria to which the conditional cost applies:
          • Word Count (the total number of words in the file/files as calculated by the system)
          • Running Total (the total cost calculated by the system for a target language or for a project)
        3. Under Set Operator, select how the condition limit is calculated.
        4. Specify a value (for the criteria you selected under Set Variable Cost) which represents the limit based on which the conditional cost is calculated.
        5. Under Set Condition Type, select how the unit cost (at step vi below) is applied:
          • Absolute = the exact value at point vi is applied overwriting the value calculated automatically by the system. We advise that you not set negative values under Set Unit Cost (at point vi) for this use case, unless you want to work for free.
          • Percentage = the percentage value at point vi is calculated (added if the value is positive, deducted if the value is negative)
          • Relative = the percentage value at point vi is added (if the value is positive) or deducted (if the value is negative)
        6. Under Set Unit Cost, specify the actual cost value.
        7. Select Add Cost. Check Example 1 of this topic to understand how conditional cost works depending on the variable cost and condition type you choose.
      • To reorder costs, identify the cost you want to move, click and hold its corresponding hamburger menu hamburger menu, and drag it to the desired location. The costs are calculated in the order defined by you. For more details about how the order influences the calculation of costs, especially in the case of the Percentage cost, Check Example 1 in this topic.
    3. Under Additional Costs (these apply at project level):
      • To edit an existing cost, identify the cost, select pencil sign, and make your changes.
      • To delete an existing cost, identify the cost, select vertical dot menu > Delete.
      • To add a cost, select vertical dot menu > Add Project Cost. Enter a name for your cost and then specify its details depending on its type:
        • Volume - Under Select Unit, specify whether the cost refers to Words or Characters. Under Set Unit Cost, specify the cost per word or per character. You can specify positive or negative values. Check Example 1 in this topic.
        • Per page - Under Set Unit Cost, specify the cost per number of pages. Under Set Value, specify the number of pages. You can specify positive or negative values. Check Example 1 in this topic.
        • Hourly - Under Set Unit Cost, specify the cost per number of hours. Under Set Hours, specify the number of hours. You can specify positive or negative values. Check Example 1 in this topic.
        • Percentage - Under Set Value, specify the value of the percentage. The percentage applies to all the costs above it (translation costs, language costs, and all other project costs). You can specify positive or negative values. Check Example 1 in this topic.
      • To add a conditional cost, expand the target language menu, select vertical dot menu > Add Project Cost. Enter a name for your cost and then:
        1. Under Set Type, select Conditional.
        2. Under Set Variable Cost, select the criteria to which the conditional cost applies:
          • Word Count (the total number of words in the file/files as calculated by the system)
          • Running Total (the total cost calculated by the system for a target language or for a project)
        3. Under Set Operator, select how the condition limit is calculated.
        4. Specify a value (for the criteria you selected under Set Variable Cost) which represents the limit based on which the conditional cost is calculated.
        5. Under Set Condition Type, select how the unit cost (at step vi below) is applied:
          • Absolute = the exact value at point vi is applied overwriting the value calculated automatically by the system. We advise that you not set negative values under Set Unit Cost (at point vi) for this use case, unless you want to work for free.
          • Percentage = the percentage value at point vi is calculated (added if the value is positive, deducted if the value is negative)
          • Relative = the percentage value at point vi is added (if the value is positive) or deducted (if the value is negative)
        6. Under Set Unit Cost, specify the actual cost value.
        7. Select Add Cost. Check Example 1 of this topic to understand how conditional cost works depending on the variable cost and condition type you choose.
      • To reorder costs, identify the cost you want to move, click and hold its corresponding hamburger menu hamburger menu, and drag it to the desired location. The costs are calculated in the order defined by you. For more details about how the order influences the calculation of costs, especially in the case of the Percentage cost, Check Example 1 in this topic.
    4. Under Quote Note, enter additional textual information about the quote and save your changes. When you change the pricing model, the quote notes are reset.
  9. Under Due, enter a new delivery date, if the existing one needs adjustment. After you edit the due date, the change is visible in Trados Customer Portal with 2 values: Due Date (the due date specified when the project was submitted) and Estimated Delivery Date or the project estimation date (the due date as specified by project managers during the Customer Quote Review task). You can specify the estimated delivery date and save it (by selecting Save date) before you confirm the quote.
  10. Select Confirm Quote and then select Complete.
    The task disappears from your inbox and moves on to the next workflow stage, where it is assigned to another user. Note that you can also download the quote. The quote structure and data may look different depending on whether the quote is based on the default quote template (provided automatically by the system) or a custom quote template (specified during project creation).

What to do next

The Customer Quote Approval task typically follows after the Customer Quote Review task. If the Customer Quote Approval task is disabled in your project workflow, the due date you specify during the Customer Quote Review task is automatically updated in the due date fields of your project settings and reports in Trados Enterprise and of your project tile in Trados Customer Portal.