After you have created a project in Trados Studio, you can quickly create a quote in Trados Business Manager based on it. Before doing this, check the following:
- You have created a customer in Trados Business Manager and added default prices for this customer (or, at least you should have general default rates created in TBM).
- You have create necessary specialization in TBM, as it will be needed to select it before creating a job.
Steps:
- Select a project in the Trados Studio
- Click Create a quote button on the Trados Studio toolbar.
- The Customer, Currency and Project fields allow to select data from your TBM database. In the Language field you can leave All value (all languages will be transferred into a quote) or you can select specific language.
- Select OK to start creating a job.
- Switch to SDL Trados Business Manager, where you will see default analysis results import window. Check analysis import settings, languages, volumes and click OK to finish importing analysis results.
- A new quote will be created (with correct sequential number, filled-in fields, picked-up prices, etc.) and quote editing form will be opened in TBM.
- You can adjust information and click Save to confirm changes. Your job is registered in the system, linked with Trados project, and ready to be invoiced.