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Notification templates for new quote requests: existing and new clients
We have different intake processes for quotes that come from existing clients via the client portal and quotes that come from potential clients via a public quote request form. For example, when we receive a quote approval from a new client who submitted their request via the public form, we will next want to direct them to enter their billing information. But when receiving a quote approval from an existing client, we'll just get started on the project.
The issue is that there is no differentiation in notification templates for quotes that come in from the client portal versus the public form.
Does anyone have recommendations on how to handle this?
Email templates may have a condition that checks certain field in client profile, e.g. if address is missing, treat client as new and ask for the details to be provided in a reply.
You can introduce a condition to a notification in the following way:
#if(!${quote.customer.address.address})
TEXT 1 (when Address Line 1 is EMPTY)
#else
TEXT 2 (when Address Line 1 is NOT EMPTY)
#end
pre-payments for Vendors
For larger projects, our vendors sometimes request a pre-payment up front. We would find it useful to use XTRF to manage the pre-payment in a similar way that it does for client pre-payments.
Sure Mark :)
You are always able to add a Vendor Payment, even before the job is started.
Then, when an invoice is created the payment can be easily linked with it.
Using a Smart Project, how do I automatically assign users to the documents in memoQ, other than using Auto-assign?
I have set up a Smart Project in XTRF which is linked to a memoQ project template. I have Job Offers set up for my vendors in the Smart Project. I send the job offers and the vendor accept and they are automatically assigned in XTRF, but not in memoQ. These same users are also part of the memoQ project template, so they appear in the People section, but they are not automatically assigned, as per the assignments in XTRF.
Please let me know if what I am looking for can actually be done.
Thanks,
Jaime
How can I set up a process template that has different processes?
Consider the following scenario:
We receive 3 files to be translated into 2 languages. One language, Spanish for instance, has to translate all 3 files, while German, the other language, only needs to translate 2 of the 3 files, and also needs a Client Review step. The languages may or may not be the same every time.
I read up on your forking (subprocesses) documentation but I did not see a way of doing this for the above scenario. Maybe it would involve splitting?
Thanks,
Jaime
At the moment, Smart Projects should be thought of as single-process projects.
So, leaving forked processes aside, there are two ways to go with a need for a multi-process request:
- One was already mentioned by Sancho: create a template with longer process and skip certain jobs for some languages in an actual project.
- Another one would be creating two projects in XTRF with the same uber-project ID (think custom field here) but each of them running on a different process. You can invoice multiple projects at once and that ID would help you do that.
How do I get final translated documents in a smart project?
I am trying to get translated documents to automatically show up in XTRF in a smart project. The process I am using only has 3 steps, file prep, Translation (memoQ) and Review 2 as Proofreading (memoQ). Upon finishing the files in memoQ, and marking the step as ready in XTRF, the project closes, but no Translated Document files appear in the Files section. In the process, the last step, Review 2 as Proofreading (memoQ), is set to deliver Translated Documents.
What am I missing to make this work automatically?
Please help!
Jaime Zuniga
Jamie,
To download documents back from memoQ, a Vendor must be allowed to work on Bilingual Documents. Even though the file commonly put into the project is a Source Document, it is immidiately converted to a bilingual, when sent out to memoQ. So to make it possible to edit when it comes back to XTRF, Bilingual must be made editable.
When this is done, now there is a memoQ-specific option. Showed box must be checked in. It is to be found in Process Designer, on the bottom of the page.
Check your settings, so they match. If the issues remain, contact rather our Service Desk,as this is the generic answer - and they provide very specific one.
Where can I change memoQ analysis settings in a smart project?
I am trying to change the memoQ analysis settings for a smart project and the only place that seems to change the settings is in Configuration - Integration - External Systems, which would affect all memoQ analyses for all clients. Is there another way for me to set the memoQ settings to be used in a smart project other than the above location? For every project I am looking to have 2 different analyses (using different memoQ settings) for every language.
My current scenario is for a client with 20+ languages so I am trying to avoid having to upload individual CAT analysis files per language.
Thank you for the explanation. Currently, Smart Projects are not as much adjustable as Classics and the memoQ analysis can be pulled only from the Configuration>Integration>External Systems.
CAT Analysis
Hi All,
Is there a configuration panel for different CAT analysis formats, i.e. cvs (SDLX), xlsx (Trados Studio), html (memoQ) in order to configure the columns to be considered for billing?
Thanks!
Dana
When creating CAT payables and CAT receivables, you can import CAT analysis files from multiple CAT tools.
The CAT tools from which the analysis (log) files can be imported to XTRF are listed below, together with the lists of supported file formats:
| Name | File Format | Comments |
|---|---|---|
| Across | HTML, XML | |
| Déjà Vu | CSV, HTML, LOG, TXT | LOG files supported in English and Spanish. |
| Fortis | LOG | |
| Idiom | CSV | |
| Idiom Workbench | TXT | |
| Logoport | LOG | |
| memoQ 4.x and earlier | CSV, HTML, LOG | CSV files supported in English and German. |
| memoQ 5 and later | CSV, HTML | Supported CSV variants: 'Reflecting displayed results', 'Per-file', 'Per-file Trados-compatible'. Llimited support for 'Post-translation' CSV analyses. 'Chars per word' parameter supported in 'Per-file Trados-compatible' analyses. |
| Memsource | CSV, LOG | |
| Multitrans | HTML, XML | |
| SDL Passolo 2009 | HTML | |
| SDL Passolo 2011 | HTML | |
| SDL TMS | HTML | |
| SDL TMS 2009 | HTML, MHT, XML | |
| SDL TMS 2011 | HTML | |
| SDL Trados | CSV, LOG | |
| SDL Trados Studio 2009 | HTML, MHT, XML | With or without 'Report internal fuzzy match leverage' turned on). Supported files generated in English, Chinese, French, German, Japanese or Spanish. |
| SDL Trados Studio 2011 / 2014 | HTML, MHT, XML, XLS, XLSX | With or without 'Report internal fuzzy match leverage' and 'Cross-file Repetitions' turned on. Supported files generated in English, Chinese, French, German, Japanese or Spanish. 'Chars per word' parameter supported in XLSX files. 'Placeables' (Studio 2011) / 'Tokens' (Studio 2014) parameter are also supported. |
| SDLX | LOG | |
| Transit | RTF, XLS | |
| Transit NXT | HTML, JAMES, REP, XLS | Supported in English, Italian, and German. |
| Wordfast | CSV, XLS | |
| XTM | CSV, XLS |
Validation of data for certain fields
Would it be possible to add automatic validation of data for certain fields to help users enter data correctly? We are mostly interested in adding check of data for e-mail fields, to avoid incorrect e-mail addresses and bouncing e-mails.
Vendor rates: discounted for certain clients' jobs need to be applied automatically
Hi everyone!
I was wondering if someone could help me get an answer to this question.
Sometimes we are able to negotiate lower rates with our suppliers for content that we are processing for a given client - e.g. someone can charge us, let's say, $20 in general, but for content processed for client ABC, our provider agreed to only charge us $15. As a result, we have 2 different rates for exactly the same job (just performed fr 2 different client accounts)
Do you know if it's possible to indicate that in Vendor's Competencies & Rates in any way that allows for automation - so that every time we issue a generic PO to that provider, the standard rate gets applied, but if the PO is issued within a project requested by client ABC, the discounted rate gets applied automatically?
Thank you in advance for all your input!
Ella
Thanks Thijs!
That's the point Ella. You should create two different Price Profiles, one General and the second one Rates for ABC. Then, when ABC requests a project, choose the proper one (in fact, what you assign is not the Vendor himself, but his Price Profile).
To accelerate and automate the whole selection process, you can always make one Vendor preferred for ABC Client (to be done below the Client's Price Profile
And then use this filter on Vendor Selection Rule, so it will be sent to the preferred only/
As a result, you'll get your preferred vendor assigned quite fast. I hope that helps!
CAT or TM Rates shown in Vendor Portal
How can the provider see the calculation for a job in his vendor portal? We can see it, in the payables and in the receivables, but our provirders only see the total amount in the vendor portal, without the calculation and reductions.
Dear Nicole,
maybe you meant something else - in each Job in Vendor Portal, under the Details label there is a whole CAT Grid which may interest you.
It should contain the whole CAT Grid, and the so-called Calculation.
All given details are also present in the Purchase Order, which can be downloaded as PDF below the Details button.
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