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1 Create a new Quote Preference record
To create a new Quote Preference record, open the App Launcher and search for "Quote Preferences.
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Click on the "New" button and select the format record type for your PDF by picking a record typeformat, either
"Landscape" or
"Portrait".
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Avoid using any deprecated older record types |
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When you create a new proposal, you can choose between different record types: one uses the portrait format, and the other uses a landscape format.
1.2 Edit your Quote Settings
You can have the option to either create a new layout or edit modify an existing layoutone. In both cases you are able to change numerous either case, you can make changes to various design aspects of the layout's design:.
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1.2.1 Standard Quote Information
Field Label | Function |
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Show Cover Letter | Check if you need the first cover page or not |
Show Only Cover Letter | If checked only the first page of the offer is created |
Volume discount Scales | Provide pricing information which shows on all proposals: Enter volume discount scales which are printed on your PDF if you offer those to all of your customers (You can store different version if using Legal Entities) |
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1.2.2 Quote Layout 1 Information
Field Label | Function |
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RecordType Name | Displays your chosen record type and lets you change it here. |
From version 2.119, it is only possible to
(Choose between Landscape or Portrait). |
by pressing Edit. | |
Quote Preference Name | Give your quote setting a name. |
Logo file name | Displays the selected image file for you logo. |
Logo | Add an image to your proposal (max 100x200 px). ℹ️ Make sure to tick the checkbox "Show Logo" in order to display your logo on your quote. |
Read here how to customize this: 7.5.1.3 Add your Customer's LOGO to PDFs | |
Show Gross Campaign Cost | Displays the Gross Amount on your proposal if checked. |
Hide additional fees | If checked additional fees/surcharges are not printed on the summary page. |
Left Header Image Source | Allows you to additionally to your logo display the Logo of your customer, agency network or other. |
Left Header Image only on First Page | Defines if Left Header Image is displayed on Cover Page |
Show Left Header Image on Proposal | Defines if Left Header Image is displayed by document type "Proposal" |
Show Left Header Image OrderConfirmation | Defines if Left Header Image is displayed by document type "Order Confirmation" |
Show Left Header Image on Cancellation | Defines if Left Header Image is displayed by document type "Cancellation" |
Disable Page Break before Text Blocks | Disable Page Break before Text Blocks: Disables Page Breaks before your Text Blocks |
Show Signature Block below Text Blocks | Displays the signature block below the text blocks if you have customers who sign your document and send them back |
Show rounding note | If checked the label "RoundedValuesHelptext" will be displayed. 7.5.8 Rounding Issues |
Hide Fax | Hides the Fax information of Contacts on your Quote |
Active
Tick the checkbox to activate the layout. If you are not using Legal Entities only the ONE active settings record gets used for all proposals
Show Footer Html
Activates the footer html label which is referenced by the labels FooterHtml and FooterHtml_BA.
Show Logo
Check this if you like to display the logo. Make sure you have selected an image by adding you logo.
Hide Notes Box - always
Always hides the Notes Box below the table
Hide Notes Box - if empty
Only hides the Notes Box below the table if the description field is empty
Right Header Image Source
Allows you to additionally to your logo display the Logo of your customer, agency network or other.
Color Hex Code (Background)
Changes the color code of your table on the second page. Please enter the color in hexadecimal.
Show Signature Block on Proposal
Defines if the buyer signature block is displayed by document type "Proposal"
Show 2nd Signature Block on Proposal
Defines if the seller signature block is displayed by document type "Proposal"
Show Total Sales Price | If checked, the Sales Price column will be replaced by the total sales price. The Total Sales Price is calculated by the Sales Price and the Sales Price Surcharges. |
Hide Info Table (Cover Letter) | 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 |
Active | Tick the checkbox to activate the layout. If you are not using Legal Entities only the ONE active settings record gets used for all proposals |
Show Footer Html | Activates the footer html label which is referenced by the labels FooterHtml and FooterHtml_BA |
Show Logo | Check this if you like to display the logo. Make sure you have selected an image by adding you logo |
Hide Notes Box - always | Always hides the Notes Box below the table |
Hide Notes Box - if empty | Only hides the Notes Box below the table if the description field is empty |
Right Header Image Source | Allows you to additionally to your logo display the Logo of your customer, agency network or other |
Color Hex Code (Background) | Changes the color code of your table on the second page. Please enter the color in hexadecimal |
Show Signature Block on Proposal | Defines if the buyer signature block is displayed by document type " |
Proposal" | |
Show 2nd Signature Block on Proposal | Defines if the seller signature block is displayed by document type "Proposal" |
Show Signature Block OrderConfirmation | Defines if the buyer signature block is displayed by document type "Order Confirmation" |
Show 2nd Signature Block OrderConfirmation | Defines if the seller signature block is displayed by document type "Order Confirmation" |
Show Signature Block on Cancellation | Defines if the buyer signature block is displayed by document type "Cancellation" |
Show 2nd Signature Block on Cancellation | Defines if the seller signature block is displayed by document type "Cancellation" |
Hide Box (Technical Specifications) | Hides the box with Technical Specifications. |
Color Hex Code (Table Header) | Changes the color code of your table headers on the second page. Please enter the color in hexadecimal. |
Show total discount only | If checked the offered discounts are added up and displayed as one sum. |
Show Payment Schedule | If checked, a payment schedule will show on your quote PDF. For more information on Payment Schedules, please read here. |
Show Total Sales Price
If checked, the Sales Price column will be replaced by the total sales price. The Total Sales Price is calculated by the Sales Price and the Sales Price Surcharges.
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Field Label
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Function
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Hide Info Table (Cover Letter)
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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
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Info Table (Cover Letter)
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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
When configured for the landscape preferences in the info table, the line of Customer Number will not be shown where the field is blank.
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Address Block (1st Page)
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Defines who to send the cover letter to and which fields to use.
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Contact Information (2nd Page)
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The four fields define the four columns above your media campaign table on the second page. You don't have to use all four.
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Field Label
Function
Hide Package Component Details
Hide Totals | |||
Info Table (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.
When configured for the landscape preferences in the info table, the line of Customer Number will not be shown where the field is blank. | ||
Address Block (1st Page) | Defines who to send the cover letter to and which fields to use. | ||
Contact Information (2nd Page) | The four fields define the four columns above your media campaign table on the second page. You don't have to use all four. |
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Field Label | Function | ||
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Hide Package Component Details | ℹ️ (Columns with Fields not rows): By default, all package components are hidden, if you like to show package component details to your customers, set this directly in the Campaign Item (see 3.6 Packages for more information). If you then want to hide certain fields, please activate this checkbox and enter which fields you want to hide in the Hide Package Component Fields field. | ||
Hide ad hoc Package Component Details | If you want to hide certain fields, please activate this checkbox and enter which fields you want to hide in the Hide Package Component Fields field. | ||
Hide Package Component Fields | In this list you can define which fields should be hidden for package and ad hoc Package components in the PDF. Please see the table below for more information. (ℹ️ Please note that the value in the fields will not display for components only, Package Header fields will still be populated.) | ||
Hide Package Header Details on PDF | When this setting is activated, it will be mapped to the relevant field on Campaign Item by the Media Configuration upon creation. When active on the Campaign Item level, ADvendio hides everything in the line of the Package Header except for name, from and until date, booking quantity and the final amount (N1, N2 or N3 depending on AE and TPC.
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Show dates on Package Header
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Hide ad hoc Package Components | When this setting is activated, ad hoc package components will be hidden on |
Show Contact's mailing address
If checked, the PDF will show the contacts mailing address instead of the accounts billing address
Make sure that your users use the contact wizard 4.2.7 Contact Wizard and Account Lookups. Also check the following page 7.5.6 Configure Address Blocks and Contacts on PDF.
the PDF. Read more about this settings of Ad hoc packages. | |
Quantity Discount decimal places | The number of decimal places which will be displayed for the quantity discount. |
Agency Discount decimal places | The number of decimal places which will be displayed for the agency discount. |
Customer Discount decimal places | The number of decimal places which will be displayed for the |
customer discount |
Special Discount decimal places | The number of decimal places which will be displayed |
Customer Discount decimal places
The number of decimal places which will be displayed for the customer discount
Special Discount decimal places
The number of decimal places which will be displayed for the special discount.
for the special discount. | |
Show dates on Package Header | When this setting is activated, the Start and End date of Ad Hoc Packages will be summarised in the Package Header on your Quote. |
Show Contact's mailing address | If checked, the PDF will show the contact mailing address instead of the accounts billing address ℹ️ Make sure that your users use the contact wizard 4.2.7 Contact Wizard and Account Lookups. Also, check the following page 7.5.6 Configure Address Blocks and Contacts on PDF. |
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1.2.3 Enable Multiple Currencies on PDFs
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Field Label | Function |
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Additional currencies to be show | Define the additional currencies to be shown on the PDF as per the fixed exchange rate. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs? |
Date for fixed exchanged rate | Please select the date which should determine the relevant exchange rate to be used. You can find more information on: 7.5.10 How to show multiple currencies on the PDFs? |
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1.2.4 PDF Font Size
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Field Label | Function |
General Font Size | Size defined in this field will be set on all PDF, except below |
Font Size My Address (Cover) | Size defined in this field will be set on PDF for Company address on the cover page |
Font Size Tables (Cover) | Size defined in this field will be set on PDF for the tables on the cover page |
Font Size Titles | Size defined in this field will be set on PDF for the titles and the salutation on the PDF |
Font Size Postal Recipient (Cover) | Size defined in this field will be set on PDF for the postal recipient on the cover |
page |
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1.2.5 PDF Labels
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Field Label | Function | ||
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First Page Address Information | Link here to your custom label to configure the Footer on the cover letter. | ||
Footer Full Size Data | Link here to your custom label if you are using a Full Size Footer on your proposal. | ||
Footer Middle Data | Link here to your custom label if you are splitting your Footer in Middle Data on your proposal. | ||
Footer Html Data | Link here to your HTML custom label if you are using a Full Size Footer on your proposal.
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Quantity Discount Column | Link here to your custom label to configure the Quantity Discount Column label in the price matrix |
Customer Discount Column | Link here to your custom label to configure the Customer Discount Column label in the price matrix. |
Agency Discount Column | Link here to your custom label to configure the Agency Discount Column label in the price matrix. |
Special Discount Column | Link here to your custom label to configure the Special Discount Column label in the price matrix. |
Technical Specifications | Link here to your custom label to configure the Technical Specifications label for your proposal. |
Conditions of Payment | Link here to your custom label to configure the Conditions of Payment label for your proposal. Enter {hide} in the field when the label should be hidden. |
Same Value (B1/N1) Sum Block | Link here to your custom label to configure the label to use when B1 = N1, or use existing custom labels. |
General Salutation | Link here to your custom label to configure the General Salutation label for your proposal. |
Footer Left Side Data | Link here to your custom label if you are splitting your Footer in Left Side Data on your proposal. |
Footer Right Side Data | Link here to your custom label if you are splitting your Footer in Right Side Data on your proposal. |
Quantity Discount Sum Block | Link here to your custom label to configure the Quantity Discount Column label on the cover letter overview and summary block on last page. |
Customer Discount Sum Block | Link here to your custom label to configure the Customer Discount Column label on the cover letter overview and summary block on last page. |
Agency Discount Sum Block | Link here to your custom label to configure the Agency Discount Column label on the cover letter overview and summary block on last page. |
Special Discount Sum Block | Link here to your custom label to configure the Special Discount Column label on the cover letter overview and summary block on last page. |
Delivery Advertising Medium | Link here to your custom label to configure the Delivery Advertising Medium label for your proposal. |
Conditions of Payment Text | Link here to your custom label to configure the Conditions of Payment Text for your proposal. Enter {hide} in the field when the label should be hidden. |
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Click Save to complete the creation or editing of the proposal layout.
For more information on the PDF Labels check here 7.2.6 Configure Legal EntitiesClick Save to complete the creation or editing of the proposal layout..
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1.2.6 Field List for Package or/and Ad hoc Package Component details (Landscape only)
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To hide certain fields for package or/and Ad hoc Package components they have to be entered as a line-separated list (see above). 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 (when the Hide Package Components Details checkbox is active):
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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 |
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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 |
eCPC | ADvendio__eCPC__c | ecpc |
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 |
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Note: the text string might not be equal to either label or API name of the field. |