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Changing proposal PDF template line item options
Changing proposal PDF template line item options
For PDF templates you can change/force settings regarding displaying item prices and assembly prices, force show costs (to create a master template). Customers can do this on their own as well.
Open Settings and Services (grid squares top left nav bar)
Templates & presentations
Document/PDF (tab)
choose template to edit, open it by double clicking
turn on “Source” in the toolbar above the text editor
find the @line_items() tag in the source, and add options to override defaults.
Here are the different options
line item options (with default in brackets):
1) show Production Notes (false),
2) show Item Price (use assembly/quote settings),
3) show Assembly Price (use assembly/quote settings),
4) show Item Cost (use assembly/quote settings),
5) show Assembly Cost (use assembly/quote settings),
6) show Item Qty (use assembly/quote settings),
7) show Assembly Qty (use assembly/quote settings),
8) show Dimensions (use assembly/quote settings),
for example: {{@line_items(false, false, true, false, false, false, false, false)}}
will show only assembly prices and no quantities
Note: the {{}} brackets and @ sign is required for @line_items()
, multiple selections available,
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