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.
PDF Form
Forms and its Field Names
Field Names (click to open)
A list of Field Names for specifying the Data Items to insert. Prepare all Data Items with the following Field Names.
Data Item Name
Dat type
Field Name
Description
Customer Company name
String-type single-line
q_Company
Assignment
String-type multiple-lines
q_Assignment
Muximum 2 lines.
Customer’s Representative Name
String-type single-line
q_Representative
Date of Quotation Issuance
Dater-type Y/M/D
q_Issuance
Issuer Name
String-type single-line
q_Issuer_Name
Issuer Address
String-type multiple-lines
q_Issuer_Address
Address, phone number, etc. Up to 3 lines
Person in charge of Quotation
User-type
q_Person
Currecy symbol
String-type single-line
q_Currency
Currency symbol to be displayed next to the number of Total Amount above the table.
Details Table
Table-type
q_Details
The value of each cell of the Table-type Data Item will be inserted. (No need to set up for each cell)
Label for Amount 1
String-type single-line
q_Label1
To be the label for the number on the right, such as Subtotal
Subtotal
Numeric-type
q_Subtotal
e.g. Sum of Price column in the Table etc.
Label for Amount 2
String-type single-line
q_Label2
To be the label for the number on the right, such as Discount or Shipping
Discount, etc.
Numeric-type
q_Discount
e.g. Amount to be added to the subtotal such as “discount” and “shipping”
Label for Amount 3
String-type single-line
q_Label3
To be the label for the number on the right, such as Tax
Consumer tax, etc.
Numeric-type
q_Tax
e.g. Automatically calculated tax price
Label for Total Amount
String-type single-line
q_Label_Total
To be the label for the number on the right, such as Total Amount
Total
Numeric-type
q_Total
Total sum
Footer message on Quotation
String-type multiple-lines
q_Footer
Greetings, transfer information, etc.
PDF file name
String-type single-line
(arbitrary) q_PDF_Name
A string that will be the filename of the generated PDF file
