7.5.1.1 Manage Quote Preferences

Open the App Launcher and search for Quote Preferences

1 Create a new Quote Preference record

Click on the New button and select the format for your PDF by picking a record type

  1. "Landscape" or

  2. "Portrait".

Make sure not to use the deprecated older record types any more.



When you create a new proposal, you can choose between different record types: one uses the portrait format, the other uses a landscape format.

1.2 Edit your Quote 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:


1.2.1 Standard Quote Information

Field Label

Function

Field Label

Function

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)


1.2.2 Quote Layout 1 Information

Field Label

Function

Field Label

Function

RecordType Name

Displays your chosen record type and lets you change it here.
From version 2.119, it is only possible to change the record type when editing a quote preference. To change the record type of a preference you are creating, press cancel and start again. 

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.
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 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 check, a payment schedule will show on your quote PDF. For more information on Payment Schedules, please read here.



Field Label

Function

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.
Version 2.82 and up: Make sure to not add the "Valid Until" field here as otherwise you duplicate it on the document

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. 

Field Label

Function

Field Label

Function

Hide Package Component Details

(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 Package Component Fields

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. (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. Attention: N2 will be hidden when there is no AE)

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.

Hide ad hoc Package Component Details

When this setting is activated, ad hoc package components will be hidden on the PDF. Read more about this setting right here: https://advendio.atlassian.net/wiki/spaces/SO/pages/128559975#id-3.6.4AdHocPackages-HideComponentsonPDF

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.

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 for the special discount.

1.2.3 Enable Multiple Currencies on PDFs

Field Label

Function

Field Label

Function

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: https://advendio.atlassian.net/wiki/spaces/SO/pages/2812149806

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: https://advendio.atlassian.net/wiki/spaces/SO/pages/2812149806

1.2.4 PDF Labels

Field Label

Function

Field Label

Function

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.
Full HTML Data will only work if you check the checkbox Show Footer Html under Quote Layout Information section.

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.

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.

 More information on the PDF Labels here 7.2.6 Configure Legal Entities

 

Click Save to complete the creation or editing of the proposal layout.

 

Please note

  • Text fields displayed in this screenshot will not be displayed in your quote because they are overwritten by the custom labels mentioned below. 

  • If in your line items the agency commission (AC) 

    • 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. 

  • But the overall N2 is always displayed at the first cover page of the PDF as well as the amount calculation below the campaign Items table.

1.2.5 Field List for Package Components

To hide certain fields for package components they have to be entered as 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):

  • Sales Price

  • Amount

  • Quantity Discount

  • Customer Discount

  • Agency Discount

  • Special Discount

  • Amount net

  • Agency Commission (%)

  • Amount net/net

  • eCPM

  • eCPC

  • 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

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

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

Notice that the text string might not be equal to either label or API name of the field.