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Changing proposal PDF template line item options

Changing proposal PDF template line item options

Owned by Mike OB (Unlicensed)
Last updated: Dec 13, 2020
1 min read

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.

  1. Open Settings and Services (grid squares top left nav bar)

  2. Templates & presentations

  3. Document/PDF (tab)

  4. choose template to edit, open it by double clicking

  5. turn on “Source” in the toolbar above the text editor

  6. find the @line_items() tag in the source, and add options to override defaults.

    1. 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()