{"id":67575,"date":"2022-07-13T13:53:57","date_gmt":"2022-07-13T04:53:57","guid":{"rendered":"https:\/\/support.questetra.com\/?p=67575"},"modified":"2022-07-25T15:01:14","modified_gmt":"2022-07-25T06:01:14","slug":"pdf-quote","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/pdf\/pdf-quote\/","title":{"rendered":"Base PDF: Quotation"},"content":{"rendered":"\n
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Quotation<\/div>
A base PDF file for automatically generating a quotation based on the entered business data. Values such as recipient and issuer information, amounts, and details entered in the workflow are inserted into each field.<\/div><\/div>\n\n\n\n

<\/i> PDF Form<\/h3>\n\n\n\n
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Forms and its Field Names<\/figcaption><\/figure>\n\n\n
<\/span>Field Names (click to open)<\/div>
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A list of Field Names for specifying the Data Items to insert.
Prepare all Data Items with the following Field Names.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Data Item Name<\/th>\nDat type<\/th>\nField Name<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
Customer Company name<\/td>\nString-type single-line<\/td>\nq_Company<\/strong><\/td>\n<\/td>\n<\/tr>\n
Assignment<\/td>\nString-type multiple-lines<\/td>\nq_Assignment<\/strong><\/td>\nMuximum 2 lines.<\/td>\n<\/tr>\n
Customer’s Representative Name<\/td>\nString-type single-line<\/td>\nq_Representative<\/strong><\/td>\n<\/td>\n<\/tr>\n
Date of Quotation Issuance<\/td>\nDater-type Y\/M\/D<\/td>\nq_Issuance<\/strong><\/td>\n<\/td>\n<\/tr>\n
Issuer Name<\/td>\nString-type single-line<\/td>\nq_Issuer_Name<\/strong><\/td>\n<\/td>\n<\/tr>\n
Issuer Address<\/td>\nString-type multiple-lines<\/td>\nq_Issuer_Address<\/strong><\/td>\nAddress, phone number, etc.
Up to 3 lines<\/td>\n<\/tr>\n
Person in charge of Quotation<\/td>\nUser-type<\/td>\nq_Person<\/strong><\/td>\n<\/td>\n<\/tr>\n
Currecy symbol<\/td>\nString-type single-line<\/td>\nq_Currency<\/strong><\/td>\nCurrency symbol to be displayed next to the number of Total Amount above the table.<\/td>\n<\/tr>\n
Details Table<\/td>\nTable-type<\/td>\nq_Details<\/strong><\/td>\nThe value of each cell of the Table-type Data Item will be inserted. (No need to set up for each cell)<\/td>\n<\/tr>\n
Label for Amount 1<\/td>\nString-type single-line<\/td>\nq_Label1<\/strong><\/td>\nTo be the label for the number on the right, such as Subtotal<\/td>\n<\/tr>\n
Subtotal<\/td>\nNumeric-type<\/td>\nq_Subtotal<\/strong><\/td>\ne.g. Sum of Price column in the Table etc.<\/td>\n<\/tr>\n
Label for Amount 2<\/td>\nString-type single-line<\/td>\nq_Label2<\/strong><\/td>\nTo be the label for the number on the right, such as Discount or Shipping<\/td>\n<\/tr>\n
Discount, etc.<\/td>\nNumeric-type<\/td>\nq_Discount<\/strong><\/td>\ne.g. Amount to be added to the subtotal such as “discount” and “shipping”<\/td>\n<\/tr>\n
Label for Amount 3<\/td>\nString-type single-line<\/td>\nq_Label3<\/strong><\/td>\nTo be the label for the number on the right, such as Tax<\/td>\n<\/tr>\n
Consumer tax, etc.<\/td>\nNumeric-type<\/td>\nq_Tax<\/strong><\/td>\ne.g. Automatically calculated tax price<\/td>\n<\/tr>\n
Label for Total Amount <\/td>\nString-type single-line<\/td>\nq_Label_Total<\/strong><\/td>\nTo be the label for the number on the right, such as Total Amount<\/td>\n<\/tr>\n
Total<\/td>\nNumeric-type<\/td>\nq_Total<\/strong><\/td>\nTotal sum<\/td>\n<\/tr>\n
Footer message on Quotation<\/td>\nString-type multiple-lines<\/td>\nq_Footer<\/strong><\/td>\nGreetings, transfer information, etc.<\/td>\n<\/tr>\n
PDF file name<\/td>\nString-type single-line<\/td>\n(arbitrary) q_PDF_Name<\/td>\nA string that will be the filename of the generated PDF file<\/td>\n<\/tr>\n
PDF file<\/td>\nFile-type<\/td>\n(arbitrary) q_PDF_File<\/td>\nData Item to store the generated PDF file<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div><\/div>\n\n\n\n

<\/i> Download<\/h3>\n\n\n\n