...
Field Label | Function |
|---|---|
RecordType Name | Displays your chosen record type and lets you change it here. |
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). Make sure to tick the checkbox "Show Logo" in order to display your logo on your quote. |
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 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 checkchecked, a payment schedule will show on your quote PDF. For more information on Payment Schedules, please read here. |
Show Total Sales Price | If checkchecked, 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. |
...
Field Label | Function |
|---|---|
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 |
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. |
...
Notice that the text string might not be equal to either label or API name of the field.