Trados Business Manager – End of Life Announcement

Trados Business Manager (TBM) has reached end of life. Following the discontinuation of TBM sales on 31 October 2023, all maintenance and support services will conclude on 31 October 2024.
What Does This Mean for TBM Users?

  • 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.

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Working with quotes

Viewing quotes

To view list of quotes:

  • Open the Dashboard and find Ongoing quotes widget;
  • Select Workspace > Quotes item in the navigation menu.
  • Click Quotes at the top toolbar.

Creating new quote requests

To create a new quote:

  • Click New quote request...button on the Dashboard;
  • Click New button in the quote list.

Quote creation form will be opened:

Here you can specify job title, desired delivery date and time, select contact person, currency and languages (source and target). Optionally, provide instructions in the Additional notes field.

To upload files, simply drag and drop files to the file manager (or click Select files to upload button). When files are uploaded, use File type button to specify correct types for uploaded files.

When you're ready, click Submit button. If you wish to save a quote without submitting it, to be able to return later for submission, click Save as draft button.

When a quote will be prepared (amounts calculated), manager will send a notification to person selected in the Customer contact field. After that, you will be able to open this quote, view quotes items with prices, discounts and amounts, and download quote PDF file, which will be available in the file manager.

If you wish to ask a question or send another message to a manager, open a quote, switch to the Messages tab, and click Add a new message.

Note. When a quote will be prepared, SDL Trados Business Manager will automatically send e-mail notification to a customer contact (if specified), or customer users (if e-mail notifications are enabled in customer’s user settings).

Accepting a quote

If you accept a quote and ready to start translation, click Accept quote on the dashboard:

Declining a quote

To cancel a quote, click Decline quote on the dashboard (or quote list). A dialog will appear, where you can specify a reason for deletion.  After declining a quote, manager will get corresponding notification.

Note. Take a note that a client cannot delete quotes they created. If a quote has been created by mistake, please ask your manager, who has necessary permission, to delete a quote.