In order to take full advantage of the proposal pdf generator functionality, customize the proposal's layout to fit your company's needs.
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- Hide the info table on the cover page. For more information read this 7.5.1.4 Customize the Info Table for the PDF Cover Letter
- If you don't hide the info table and you have enabled the cover letter use these fields to define what data is shown in the info table on the first page. (Version 2.82 and up: Make sure to not add the "Valid Until" field here as otherwise you duplicate it on the document)
- Define who to send the cover letter to.
- The four fields define the four columns above your media campaign table on the second page. You don't have to use all four.
- If you are using Packages you can hide the components from your customers, this will be set directly at the Campaign Item (see 3.6 Packages for more information). If you want to show package components but hide certain fields from them, please activate this checkbox.
- In this list you can define which fields should be hidden for package components in the PDF. Please see the table below for more information.
- Link here to your custom labels to configure the Footer on the cover letter. More information here 7.2.6 Configure Legal Entities
- Link here to your custom labels if you are using a Full Size Footer on your proposal. More information here 7.2.6 Configure Legal Entities
- Link here to your custom labels if you are splitting your Footer in Middle Data on your proposal. More information here 7.2.6 Configure Legal Entities
- Link here to your custom labels if you are splitting your Footer in Left Side Data on your proposal.More information here 7.2.6 Configure Legal Entities
- Link here to your custom labels if you are splitting your Footer in Right Side Data on your proposal. More information here 7.2.6 Configure Legal Entities
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To hide certain fields for package components they have to be entered as line-separated list. The fields need to be written like in the table below, to be recognized by the system. If you don't enter any fields in the list, the following default fields will always be hidden for package components:
- Sales Price
- Amount
- Quantity Discount
- Customer Discount
- Agency Discount
- Special Discount
- Amount net
- Agency Commission (%)
- Amount net/net
- eCPM
- additional fees
Here is a list of all possible fields and what text string needs to be entered for them to be hidden:
| Field | API_Name | What you need to enter |
|---|---|---|
| Sales Price | ADvendio__Sales_Price__c | salesprice |
| Amount | ADvendio__Amount__c | amount |
| Quantity Discount | ADvendio__Rate_Discount_1__c | ratediscount1 |
| Customer Discount | ADvendio__Rate_Discount_2__c | ratediscount2 |
| Agency Discount | ADvendio__Rate_Discount_3__c | ratediscount3 |
| Special Discount | ADvendio__Rate_Discount_4__c | ratediscount4 |
| Amount net | ADvendio__Amount_net__c | amountnet |
| Agency Commission (% | ADvendio__Agency_Commission__c | agencycommission |
| Amount net/net | ADvendio__Amount_net_net__c | amountnetnet |
| eCPM | ADvendio__eCPM__c | ecpm |
| Additional Fees / Surcharges | Summary of multiple fields | addfees |
| Position Number | ADvendio__PositionNumber__c | position |
| Ad Spec → Site | ADvendio__Ad_Spec__r.ADvendio__Site__c | site |
| Ad Spec → Placement | ADvendio__Ad_Spec__r.ADvendio__Placement__c | placement |
| Ad Spec → Ad Type | ADvendio__Ad_Spec__r.ADvendio__Ad_Type__c | adtype |
| Campaign Item Name | Name | name |
| Ad Spec → Description on PDF | ADvendio__DescriptionOnPDF__c | adprice.adspec.descriptiononpdf |
| Frequency Capping | Summary of multiple fields | fc |
| Technical Targeting Information | Summary of multiple fields | technicaltargeting |
| AdHourOfDay & AdDayOfWeek | ADvendio__AdHourOfDay__c & ADvendio__AdDayOfWeek__c | timetargeting |
| Geo Targeting Information | Summary of multiple fields | geotargeting |
| Ad Key Values | ADvendio__AdKeyValues__c | adkeyvalues |
| Selected Content Information | ADvendio__SelectedContentInformation__c | selectedcontentinformation |
| Selected Publication Date Information | ADvendio__SelectedPublicationDateInformation__c | publicationdatetargeting |
| Third Party Commission | ADvendio__Third_party_commission__c | thirdpartycommission |
| Amount Net3 | ADvendio__Amount_net3__c | amountnet3 |
| From Date | ADvendio__from_Date__c | fromdate |
| Until Date | ADvendio__until_Date__c | untildate |
| Billing Category | ADvendio__Billing_category__c | billingcategory |
| Quantity | ADvendio__Quantity__c | quantity |
| Guaranteed AI | ADvendio__Guaranteed_AI__c | guaranteedai |
| Line Description | ADvendio__LineDescription__c | linedescription |
| Info |
|---|
Notice that the text string might not be equal to either label or API name of the field. |
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Choose a language from the pick-list. Only those languages activated in the translation workbench without an existing translation for this label are available. Enter the text in the field Translation Text (1). Then click Save (2).
Repeat the last three steps with the all needed labels if necessary.
Please note: Some of the labels are html enabled. If you want to insert a break in the label's translation text, please enter <br>. To clear these html enabled text fields, enter " ".
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