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.

You are currently reviewing an older revision of this page.

Custom invoice and quote templates

SDL Trados Business Manager plugin for Studio includes extensive template designer, which allows to create any number of custom templates.

Too add a new template and use it, follow these steps:

  1. Click Printing templates button on the ribbon to open list of templates.

    By default, this list contains 3 rows: two invoice templates and one quote template. Built-in templates are marked with orange color, and they cannot be deleted. But you can use them as a base to create custom templates.
  2. Select source predefined template and click Clone. New template will be added.
  3. Click Rename to give desired name for a new template.
  4. Click Edit in designer button to open a designer and make necessary changes in a template.

    After first look, you may find designer too complicated. Read instructions from standalone BaccS application to understand it better. However, it will be easy to make just cosmetic changes without reading any documentation.
  5. Save changes and close the designer.
  6. If you wish to apply new template to all customers, open plugin settings and select new template as default.
  7. If you wish to apply new template to a particular customer, open customer editing form and select default template there. When you print an invoice, a custom template will be used.