
Quotation
A base PDF file for automatically generating a Letter of transmittal based on the entered business data. Values such as recipient and issuer information entered in the workflow are inserted into each field.
PDF Form

Download
- base-pdf-cover–20220720-en.pdf
- base-pdf-cover–20220720-en.csv (for Importing Data Item Definitions)
2022-07-21 (C) Questetra, Inc. (MIT License)
https://support.questetra.com/pdf/pdf-coversheet/
Addon-import is available with Professional edition
Notes
- Add the downloaded Base PDF to either of the following
- When sharing with multiple Apps (System Administrator privilege required):
- [System settings] > [App-shared Add-on] > [PDF form in “Generate PDF File”]
- When using with a specific App:
- [App details] > [▼ App] > [Manage Add-on ] > [PDF form in “Generate PDF File”]
- When sharing with multiple Apps (System Administrator privilege required):
- Select and specify the added Base PDF file name in [the PDF form as the template] on the setting screen of the [Generate PDF File]
- Data insertion ID has been set for the Base PDF
- Match the field name of the Data Item in which you want to insert the value with the data insertion ID
- Please refer to the above image and list for the data insertion ID (Field name) and insertion position
- For details on the settings of each Data Item, refer to “Business App” below
- Software such as Adobe Acrobat is required to edit the Base PDF itself
Capture
