personalize quote with analysis - trados business manager essential

End of Services: RWS will no longer provide any services related to the installation or updating of TBM.
Existing Installations: TBM will remain functional where already installed, but the RWS support team will not offer assistance in troubleshooting issues, addressing reported problems, or providing further development for TBM.
Documentation: The TBM documentation has been removed from docs.rws.com.
Community Support: The community forum for TBM will remain accessible in a read-only format for users to reference if needed.

Question

HI, 
 I have Trados Business Essential and I would like to customize a quote with the details of analysis. 
 This is the default I have but I want the analysis. How can I do? I went to reports and template and I tried to do something without success. Someone can help me? 
 Thanks

Eugene Kuchynski · Answer

Hello, Sarah, 
 So, when you import analysis to a quote, you can choose if to import data as average volume or as individual rows from the analysis. And in the latter case, you will get correct analysis details in the quote printed document. To correctly configure Analysis import settings, you can check this article: 
 Analysis import settings 
 And procedure of importing analysis, just in case: 
 Importing analysis data from CAT tools 
 I hope that it will help to solve your issue, and report cusotmization won't be even required here. Let me know what you think please.

Eugene Kuchynski · Answer

Hi Sarah, 
 You linked Fuzzy type field with Customer.PriceList.. etc. But must be linked with Quote > QuoteItems > FuzzyType > Name. 
 FuzzyType > Name'." /> 
 Recommend to re-read documentaiton about templates.

Trados Business Manager – End of Life Announcement

Trados Business Manager > 00 - General

personalize quote with analysis - trados business manager essential