Updating the quote template of a started project

If you create a project which includes a custom quote template (you select a value in Settings > Quote Template list), you can update the current custom quote template or you replace the custom quote template with another custom quote template. However, you cannot revert to the default quote template.

Update the current custom quote template

Procedure

  1. Log in to Trados Enterprise (by accessing this link: http://languagecloud.sdl.com/lc).
  2. To update the custom quote template from the Project Settings tab:
    1. Select the check box corresponding to the project you want to open.
    2. Select Open.
    3. Select the Settings tab.
    4. Select Configuration > General.
    5. In the Quote Template list, select and edit the quote template (name or description) or replace the *.xlsx file with an updated one. The quote templates which are used in projects are marked by this icon project specific resource when you expand the list of quote templates.
  3. To update the custom quote template from the Pricing view:
    1. Select Pricing > Quote Templates.
    2. Select the check box of the quote template you want to edit.
    3. Select Edit.
    4. Edit the name and description.
    5. Replace the current *.xlsx file with an updated one. To do this, delete the current file, and then drag and drop or browse for the correct file.
    6. Select Save.
    7. Go to the Projects view.
    8. Select the check box corresponding to the project you want to open.
    9. Select Open.
    10. Select the Settings tab.
    11. Select Configuration > General.
    12. In the Quote Template list, identify the current custom quote template. Select another custom quote template, and then reselect the initial custom quote template.

Replace the current custom quote template with another one

Procedure

  1. Log in to Trados Enterprise (by accessing this link: http://languagecloud.sdl.com/lc).
  2. Go to the Projects view.
  3. Select the check box corresponding to the project you want to open.
  4. Select Open.
  5. Select the Settings tab.
  6. Select Configuration > General.
  7. From the Quote Template list, select another custom quote template.
    The next time you download the customer quote from the project Costs tab or from the Customer Quote Review task, the quote will be updated with the format and information you specified in the quote template.