In order to To take full advantage of the proposal pdf generator functionality, customize the proposal's layout to fit your company's needs.
| Page Tree | ||
|---|---|---|
|
If you are using legal entities please take a look here 7.2.6 Configure Legal Entities.
Quote Preferences
When you create a new proposal, you can choose between different record types: one in portrait format, the other in landscape format.
| Info |
|---|
New record types are coming soon. |
Edit your Proposal Settings
You can either create a new layout or edit an existing layout. In both cases you are able to change numerous aspects of the layout's design:
- Check if you need the first cover page or not.
- Provide pricing information which shows on all proposals: Enter volume discount scales if you offer those to all of your customers (You can store different version if using Legal Entities).
- Displays your chosen record type
- Give your Settings a name
- Displays the selected image file for you logo. Pls use 6. to select it.
- Add an image to your proposal (max 100x200 px). Make sure to tick the checkbox 17. "Show Logo". Read here how to customize this: 7.5.1.3 Add your Customer's LOGO to PDFs
- Displays the Gross Amount on your proposal if checked.
- Hides the "Additional Fees"
- Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9.
- Defines if Left Header Image is displayed on Cover Page
- Defines if Left Header Image is displayed by Document Type Proposal
- Defines if Left Header Image is displayed by Document Type Order Confirmation
- Defines if Left Header Image is displayed by Document Type Cancellation
- Disables Page Breaks before your Text Blocks
- Displays the signature block below the text blocks if you have customers who sign your document and send them back.
- 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.
- Check this if you like to display the logo. Make sure you have selected an image in 5.+6.
- Always hides the Notes Box below the table
- Only hides the Notes Box below the table if the description field is empty.
- Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9.
- Changes the color code of your table on the second page. Please enter the color in hexadecimal. Also refer to 26.
- Defines if the signature block is displayed by Document Type Proposal
- Defines if the signature block is displayed by Document Type Order Confirmation
- Defines if the signature block is displayed by Document Type Cancellation
- Hides the box with Technical Specifications
- Changes the color code of your table headers on the second page. Please enter the color in hexadecimal. Also refer to 21.
Second Section
The field on the bottom part are used for the following settings:
...
| Child pages (Children Display) |
|---|
You can customize various PDF display options using the 4.2.10 PDF Settings.
If you are using legal entities please refer to 7.2.6 Configure Legal Entities
...
Click Save to complete the creation or editing of the proposal layout.
...
| title | Please note |
|---|
...
.
...
- checkbox is TRUE, AC and N2 are displayed at the Campaign Item section at the PDF.
- If the checkbox is false this columns get hidden.
...
Fields to hide for Package Components
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:
...
| Info |
|---|
Notice that the text string might not be equal to either label or API name of the field. |
Edit Proposal Template
Click on your name displayed in the top right-hand corner. Select the Setup menu (1).
There go to Custom Labels under Create (2).
Open Label
For your proposals and order confirmations, you are able to adapt any custom label. For editing the proposal layout, customize the labels called assigned to the category Standard Quote, e.g. Conditions of Payment Text, Technical Specifications and Delivery Advertising Medium.
Open one of them with a click on the label's name.
Create New Local Translations / Overrides
Click the button New Local Translations / Overrides.
Enter Text
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 " ".
...