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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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 |
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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 |
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 |
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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).
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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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